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Robertson Stephens Advisors’s Boeing BA Stock Holding History

Robertson Stephens Advisors’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
2017
Q1 		– Sell
-1,941
Closed -$302K – 92
2016
Q4 		$302K Buy
+1,941
New +$283K 0.17% 114

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robertson Stephens Advisors's BA Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of Boeing (BA) in Q1 2017, closing a stake of 1,941 shares — an estimated $302K sold.

Robertson Stephens Advisors first reported a position in BA in Q4 2016 and held it in 1 quarter. The position peaked at $302K in Q4 2016. 1,514 funds tracked by Wall St. Rank hold BA as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Boeing position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 1,941 Boeing shares in Q1 2017, an estimated $302K.
  • Robertson Stephens Advisors first reported a position in Boeing in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Boeing position peaked at $302K in Q4 2016.
  • 1,514 funds tracked by Wall St. Rank held Boeing as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.