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Patriot Wealth Management’s GE Aerospace GE Stock Holding History

Patriot Wealth Management’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-38,402
Closed -$4.45M – 88
2017
Q3 		$4.45M Sell
38,402
-3,672
-9% -$444K 0.72% 50
2017
Q2 		$5.45M Sell
42,074
-11,065
-21% -$1.52M 0.91% 47
2017
Q1 		$7.59M Sell
53,139
-30,801
-37% -$4.46M 1.21% 25
2016
Q4 		$12.7M Buy
83,940
+320
+0.4% +$46.5K 2.4% 8
2016
Q3 		$11.9M Sell
83,620
-2,674
-3% -$399K 2.29% 7
2016
Q2 		$13M Buy
86,294
+1,846
+2% +$269K 2.57% 7
2016
Q1 		$12.9M Buy
84,448
+1,018
+1% +$144K 2.6% 8
2015
Q4 		$12.5M Buy
83,430
+245
+0.3% +$34.8K 2.58% 6
2015
Q3 		$10.1M Buy
83,185
+1,990
+2% +$244K 2.32% 9
2015
Q2 		$10.3M Buy
81,195
+815
+1% +$106K 2.3% 9
2015
Q1 		$9.56M Buy
80,380
+2,567
+3% +$306K 2.13% 11
2014
Q4 		$9.42M Buy
77,813
+1,507
+2% +$185K 2.2% 9
2014
Q3 		$9.37M Buy
76,306
+2,063
+3% +$257K 2.31% 9
2014
Q2 		$9.35M Buy
74,243
+736
+1% +$93.6K 2.37% 9
2014
Q1 		$9.12M Buy
73,507
+18,356
+33% +$2.27M 2.43% 10
2013
Q4 		$7.41M Buy
55,151
+18,221
+49% +$2.29M 2.04% 13
2013
Q3 		$4.23M Buy
+36,930
New +$4.23M 1.25% 32
2013
Q2 		– Hold
0
– – – 31

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Patriot Wealth Management's GE Position: Q4 2017 in Review

Patriot Wealth Management sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 38,402 shares — an estimated $4.45M sold.

Patriot Wealth Management first reported a position in GE in Q3 2013 and held it in 17 quarters. The position peaked at $13M in Q2 2016. 2,106 funds tracked by Wall St. Rank hold GE as of Q4 2017.

  • Patriot Wealth Management reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 38,402 GE Aerospace shares in Q4 2017, an estimated $4.45M.
  • Patriot Wealth Management first reported a position in GE Aerospace in Q3 2013 and held it in 17 quarters.
  • Patriot Wealth Management's GE Aerospace position peaked at $13M in Q2 2016.
  • 2,106 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on Patriot Wealth Management's 13F filing for Q4 2017, filed 10 Jan 2018.