Partnervest Advisory Services’s Boeing BA Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$2K	Buy	3,200 +1,600	+100%	+$273K	﹤0.01%	251
2020 Q2	$15K	Buy	+1,600	New	+$246K	0.01%	220

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Partnervest Advisory Services's BA Position: Q3 2020 in Review

Partnervest Advisory Services increased its Boeing (BA) stake by 2.5% in Q3 2020, buying an estimated $16.4K and bringing the position to 3,997 shares worth $661K. The position accounts for 0.21% of the portfolio, ranked #88.

Partnervest Advisory Services first reported a position in BA in Q2 2013 and has held it in 23 quarters since. The position peaked at $715K in Q2 2020. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

Partnervest Advisory Services held 3,997 shares of Boeing worth $661K as of Q3 2020.
Partnervest Advisory Services bought 96 Boeing shares in Q3 2020, an estimated $16.4K.
Boeing made up 0.21% of Partnervest Advisory Services's portfolio in Q3 2020, its #88 holding.
Partnervest Advisory Services first reported a position in Boeing in Q2 2013 and has held it in 23 quarters since.
Partnervest Advisory Services's Boeing position peaked at $715K in Q2 2020.
1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.