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Retirement Design & Management’s Boeing BA Stock Holding History

Retirement Design & Management’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
2016
Q3 		– Sell
-2,389
Closed -$310K – 7
2016
Q2 		$310K Hold
2,389
– – 0.19% 59
2016
Q1 		$303K Sell
2,389
-450
-16% -$55.8K 0.22% 56
2015
Q4 		$410K Buy
2,839
+650
+30% +$93.6K 0.23% 56
2015
Q3 		$287K Buy
2,189
+34
+2% +$4.72K 0.3% 55
2015
Q2 		$299K Buy
2,155
+250
+13% +$36.5K 0.26% 59
2015
Q1 		$287K Hold
1,905
– – 0.25% 59
2014
Q4 		$248K Buy
+1,905
New +$242K 0.19% 69

Other funds holding BA

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Design & Management's BA Position: Q3 2016 in Review

Retirement Design & Management sold out of Boeing (BA) in Q3 2016, closing a stake of 2,389 shares — an estimated $310K sold.

Retirement Design & Management first reported a position in BA in Q4 2014 and held it in 7 quarters. The position peaked at $410K in Q4 2015. 1,317 funds tracked by Wall St. Rank hold BA as of Q3 2016.

  • Retirement Design & Management reported no remaining Boeing position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 2,389 Boeing shares in Q3 2016, an estimated $310K.
  • Retirement Design & Management first reported a position in Boeing in Q4 2014 and held it in 7 quarters.
  • Retirement Design & Management's Boeing position peaked at $410K in Q4 2015.
  • 1,317 funds tracked by Wall St. Rank held Boeing as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.