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Planning Solutions Group’s GE Aerospace GE Stock Holding History

Planning Solutions Group’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
2019
Q2 		$382K Sell
7,308
-45
-0.6% -$2.21K 0.2% 88
2019
Q1 		$366K Buy
7,353
+534
+8% +$25.1K 0.2% 92
2018
Q4 		$247K Buy
+6,819
New +$308K 0.15% 102

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Planning Solutions Group's GE Position: Q2 2019 in Review

Planning Solutions Group reduced its GE Aerospace (GE) stake by 0.61% in Q2 2019, selling an estimated $2.21K and leaving 7,308 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #88.

Planning Solutions Group first reported a position in GE in Q4 2018 and has held it in 3 quarters since. 1,807 funds tracked by Wall St. Rank hold GE as of Q2 2019.

  • Planning Solutions Group held 7,308 shares of GE Aerospace worth $382K as of Q2 2019.
  • Planning Solutions Group sold 45 GE Aerospace shares in Q2 2019, an estimated $2.21K.
  • GE Aerospace made up 0.2% of Planning Solutions Group's portfolio in Q2 2019, its #88 holding.
  • Planning Solutions Group first reported a position in GE Aerospace in Q4 2018 and has held it in 3 quarters since.
  • 1,807 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.