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Placemark Investments’s Boeing BA Stock Holding History

Placemark Investments’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
Q4 		$10.1M Buy
77,427
+296
+0.4% +$37.5K 0.18% 134
2014
Q3 		$9.82M Sell
77,131
-13,335
-15% -$1.68M 0.18% 133
2014
Q2 		$11.5M Sell
90,466
-1,286
-1% -$168K 0.21% 104
2014
Q1 		$11.5M Sell
91,752
-42,860
-32% -$5.58M 0.22% 95
2013
Q4 		$18.4M Sell
134,612
-2,154
-2% -$280K 0.3% 66
2013
Q3 		$16.1M Buy
136,766
+875
+0.6% +$94.2K 0.3% 63
2013
Q2 		$13.9M Buy
+135,891
New +$12.9M 0.3% 73

Other funds holding BA

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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

Placemark Investments's BA Position: Q4 2014 in Review

Placemark Investments increased its Boeing (BA) stake by 0.38% in Q4 2014, buying an estimated $37.5K and bringing the position to 77,427 shares worth $10.1M. The position accounts for 0.18% of the portfolio, ranked #134.

Placemark Investments first reported a position in BA in Q2 2013 and has held it in 7 quarters since. The position peaked at $18.4M in Q4 2013. 1,259 funds tracked by Wall St. Rank hold BA as of Q4 2014.

  • Placemark Investments held 77,427 shares of Boeing worth $10.1M as of Q4 2014.
  • Placemark Investments bought 296 Boeing shares in Q4 2014, an estimated $37.5K.
  • Boeing made up 0.18% of Placemark Investments's portfolio in Q4 2014, its #134 holding.
  • Placemark Investments first reported a position in Boeing in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Boeing position peaked at $18.4M in Q4 2013.
  • 1,259 funds tracked by Wall St. Rank held Boeing as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.