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Robert N. Shapiro’s Boeing BA Stock Holding History

Robert N. Shapiro’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 		$2.02M Sell
15,502
-5,101
-25% -$647K 0.4% 70
2014
Q3 		$2.63M Buy
20,603
+2,474
+14% +$312K 0.5% 53
2014
Q2 		$2.31M Sell
18,129
-1,120
-6% -$146K 0.44% 65
2014
Q1 		$2.42M Sell
19,249
-303
-2% -$39.5K 0.45% 60
2013
Q4 		$2.67M Sell
19,552
-93
-0.5% -$12.1K 0.48% 56
2013
Q3 		$2.31M Buy
19,645
+1,757
+10% +$189K 0.41% 71
2013
Q2 		$1.83M Buy
+17,888
New +$1.7M 0.39% 74

Other funds holding BA

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

Robert N. Shapiro's BA Position: Q4 2014 in Review

Robert N. Shapiro reduced its Boeing (BA) stake by 25% in Q4 2014, selling an estimated $647K and leaving 15,502 shares worth $2.02M. The position accounts for 0.4% of the portfolio, ranked #70.

Robert N. Shapiro first reported a position in BA in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.67M in Q4 2013. 1,259 funds tracked by Wall St. Rank hold BA as of Q4 2014.

  • Robert N. Shapiro held 15,502 shares of Boeing worth $2.02M as of Q4 2014.
  • Robert N. Shapiro sold 5,101 Boeing shares in Q4 2014, an estimated $647K.
  • Boeing made up 0.4% of Robert N. Shapiro's portfolio in Q4 2014, its #70 holding.
  • Robert N. Shapiro first reported a position in Boeing in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Boeing position peaked at $2.67M in Q4 2013.
  • 1,259 funds tracked by Wall St. Rank held Boeing as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.