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Palisades Investment Partners’s Boeing BA Stock Holding History

Palisades Investment Partners’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$407K Sell
3,200
-2,200
-41% -$287K 0.72% 53
2014
Q1 		$678K Sell
5,400
-10,800
-67% -$1.41M 0.73% 55
2013
Q4 		$2.28M Sell
16,200
-5,100
-24% -$663K 2.52% 10
2013
Q3 		$2.5M Hold
21,300
– – 2.36% 11
2013
Q2 		$2.18M Buy
+21,300
New +$2.02M 2.17% 13

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Palisades Investment Partners's BA Position: Q2 2014 in Review

Palisades Investment Partners reduced its Boeing (BA) stake by 41% in Q2 2014, selling an estimated $287K and leaving 3,200 shares worth $407K. The position accounts for 0.72% of the portfolio, ranked #53.

Palisades Investment Partners first reported a position in BA in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.5M in Q3 2013. 1,196 funds tracked by Wall St. Rank hold BA as of Q2 2014.

  • Palisades Investment Partners held 3,200 shares of Boeing worth $407K as of Q2 2014.
  • Palisades Investment Partners sold 2,200 Boeing shares in Q2 2014, an estimated $287K.
  • Boeing made up 0.72% of Palisades Investment Partners's portfolio in Q2 2014, its #53 holding.
  • Palisades Investment Partners first reported a position in Boeing in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's Boeing position peaked at $2.5M in Q3 2013.
  • 1,196 funds tracked by Wall St. Rank held Boeing as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.