River Wealth Advisors’s GE Aerospace GE Stock Holding History

River Wealth Advisors’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 Q1	–	Sell	-462	Closed	-$17K	–	277
2018 Q4	$17K	Sell	462 -376	-45%	-$17K	0.01%	359
2018 Q3	$45K	Sell	838 -72	-8%	-$4.44K	0.02%	283
2018 Q2	$59K	Buy	+910	New	+$60.7K	0.02%	259
2018 Q1	–	Sell	-3,519	Closed	-$294K	–	163
2017 Q4	$294K	Sell	3,519 -13,726	-80%	-$1.31M	0.12%	135
2017 Q3	$2M	Sell	17,245 -4,899	-22%	-$592K	0.9%	38
2017 Q2	$2.87M	Sell	22,144 -472	-2%	-$64.7K	1.33%	18
2017 Q1	$3.23M	Buy	22,616 +1,434	+7%	+$208K	1.57%	12
2016 Q4	$3.21M	Sell	21,182 -121	-0.6%	-$17.6K	1.62%	10
2016 Q3	$3.02M	Buy	21,303 +772	+4%	+$115K	1.67%	7
2016 Q2	$3.1M	Buy	20,531 +274	+1%	+$40K	1.78%	7
2016 Q1	$3.09M	Buy	20,257 +758	+4%	+$107K	1.84%	6
2015 Q4	$2.91M	Buy	19,499 +250	+1%	+$35.5K	1.84%	7
2015 Q3	$2.33M	Buy	19,249 +599	+3%	+$73.4K	1.6%	13
2015 Q2	$2.38M	Sell	18,650 -860	-4%	-$112K	1.51%	12
2015 Q1	$2.32M	Buy	+19,510	New	+$2.32M	1.44%	13

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

River Wealth Advisors's GE Position: Q1 2019 in Review

River Wealth Advisors sold out of GE Aerospace (GE) in Q1 2019, closing a stake of 462 shares — an estimated $17K sold.

River Wealth Advisors first reported a position in GE in Q1 2015 and held it in 15 quarters. The position peaked at $3.23M in Q1 2017. 1,839 funds tracked by Wall St. Rank hold GE as of Q1 2019.

River Wealth Advisors reported no remaining GE Aerospace position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 462 GE Aerospace shares in Q1 2019, an estimated $17K.
River Wealth Advisors first reported a position in GE Aerospace in Q1 2015 and held it in 15 quarters.
River Wealth Advisors's GE Aerospace position peaked at $3.23M in Q1 2017.
1,839 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.