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Rocky Mountain Private Wealth Management’s GE Aerospace GE Stock Holding History

Rocky Mountain Private Wealth Management’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
2016
Q3 		$2K Hold
21
– – 1.47% 15
2016
Q2 		$3K Hold
21
– – 1.92% 15
2016
Q1 		$3K Hold
21
– – 1.96% 16
2015
Q4 		$3K Buy
+21
New +$2.98K 2.01% 14

Other funds holding GE

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rocky Mountain Private Wealth Management's GE Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its GE Aerospace (GE) position steady in Q3 2016 at 21 shares worth $2K. The position accounts for 1.47% of the portfolio, ranked #15.

Rocky Mountain Private Wealth Management first reported a position in GE in Q4 2015 and has held it in 4 quarters since. The position peaked at $3K in Q2 2016. 2,029 funds tracked by Wall St. Rank hold GE as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 21 shares of GE Aerospace worth $2K as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its GE Aerospace share count unchanged in Q3 2016.
  • GE Aerospace made up 1.47% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #15 holding.
  • Rocky Mountain Private Wealth Management first reported a position in GE Aerospace in Q4 2015 and has held it in 4 quarters since.
  • Rocky Mountain Private Wealth Management's GE Aerospace position peaked at $3K in Q2 2016.
  • 2,029 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.