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Peloton Wealth Strategists’s GE Aerospace GE Stock Holding History

Peloton Wealth Strategists’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
2014
Q4 		– Sell
-1,654
Closed -$203K – 80
2014
Q3 		$203K Buy
+1,654
New +$206K 0.16% 78

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Peloton Wealth Strategists's GE Position: Q4 2014 in Review

Peloton Wealth Strategists sold out of GE Aerospace (GE) in Q4 2014, closing a stake of 1,654 shares — an estimated $203K sold.

Peloton Wealth Strategists first reported a position in GE in Q3 2014 and held it in 1 quarter. The position peaked at $203K in Q3 2014. 1,956 funds tracked by Wall St. Rank hold GE as of Q4 2014.

  • Peloton Wealth Strategists reported no remaining GE Aerospace position as of Q4 2014 after selling out during the quarter.
  • Peloton Wealth Strategists sold 1,654 GE Aerospace shares in Q4 2014, an estimated $203K.
  • Peloton Wealth Strategists first reported a position in GE Aerospace in Q3 2014 and held it in 1 quarter.
  • Peloton Wealth Strategists's GE Aerospace position peaked at $203K in Q3 2014.
  • 1,956 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2014.

Based on Peloton Wealth Strategists's 13F filing for Q4 2014, filed 10 Feb 2015.