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Rothschild & Co Wealth Management (UK)’s Boeing BA Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q1 		– Sell
-80
Closed -$12K – 44
2015
Q4 		$12K Buy
+80
New +$11.5K ﹤0.01% 43
2015
Q3 		– Sell
-54
Closed -$7K – 43
2015
Q2 		$7K Buy
+54
New +$7.88K ﹤0.01% 53

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s BA Position: Q1 2016 in Review

Rothschild & Co Wealth Management (UK) sold out of Boeing (BA) in Q1 2016, closing a stake of 80 shares — an estimated $12K sold.

Rothschild & Co Wealth Management (UK) first reported a position in BA in Q2 2015 and held it in 2 quarters. The position peaked at $12K in Q4 2015. 1,352 funds tracked by Wall St. Rank hold BA as of Q1 2016.

  • Rothschild & Co Wealth Management (UK) reported no remaining Boeing position as of Q1 2016 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 80 Boeing shares in Q1 2016, an estimated $12K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Boeing in Q2 2015 and held it in 2 quarters.
  • Rothschild & Co Wealth Management (UK)'s Boeing position peaked at $12K in Q4 2015.
  • 1,352 funds tracked by Wall St. Rank held Boeing as of Q1 2016.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q1 2016, filed 19 Dec 2019.