SCIA
GE icon

Sanibel Captiva Investment Advisers’s GE Aerospace GE Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$4.92M Buy
36,592
+8,334
+29% +$1.05M 3.04% 3
2013
Q3 		$3.23M Buy
28,258
+4,795
+20% +$550K 2.5% 12
2013
Q2 		$2.61M Buy
+23,463
New +$2.6M 2.54% 11

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanibel Captiva Investment Advisers's GE Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its GE Aerospace (GE) stake by 29% in Q4 2013, buying an estimated $1.05M and bringing the position to 36,592 shares worth $4.92M. The position accounts for 3.04% of the portfolio, ranked #3.

Sanibel Captiva Investment Advisers first reported a position in GE in Q2 2013 and has held it in 3 quarters since. 1,850 funds tracked by Wall St. Rank hold GE as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 36,592 shares of GE Aerospace worth $4.92M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 8,334 GE Aerospace shares in Q4 2013, an estimated $1.05M.
  • GE Aerospace made up 3.04% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #3 holding.
  • Sanibel Captiva Investment Advisers first reported a position in GE Aerospace in Q2 2013 and has held it in 3 quarters since.
  • 1,850 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.