Security National Bank of Sioux City Iowa’s GE Aerospace GE Stock Holding History

Security National Bank of Sioux City Iowa’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
2017 Q4	–	Sell	-11,340	Closed	-$1.31M	–	86
2017 Q3	$1.31M	Buy	11,340 +498	+5%	+$60.2K	1.29%	36
2017 Q2	$1.4M	Buy	10,842 +165	+2%	+$22.6K	1.38%	29
2017 Q1	$1.52M	Sell	10,677 -278	-3%	-$40.2K	1.5%	20
2016 Q4	$1.66M	Buy	10,955 +13	+0.1%	+$1.89K	1.72%	17
2016 Q3	$1.55M	Sell	10,942 -1,412	-11%	-$211K	1.74%	18
2016 Q2	$1.86M	Buy	12,354 +303	+3%	+$44.2K	2.11%	13
2016 Q1	$1.84M	Sell	12,051 -1,136	-9%	-$160K	2.15%	12
2015 Q4	$1.97M	Buy	13,187 +982	+8%	+$139K	1.95%	13
2015 Q3	$1.48M	Sell	12,205 -367	-3%	-$45K	1.73%	16
2015 Q2	$1.6M	Buy	12,572 +181	+1%	+$23.5K	1.75%	15
2015 Q1	$1.47M	Buy	12,391 +1,719	+16%	+$205K	1.59%	21
2014 Q4	$1.29M	Sell	10,672 -96	-0.9%	-$11.8K	1.45%	31
2014 Q3	$1.32M	Buy	10,768 +184	+2%	+$22.9K	1.48%	32
2014 Q2	$1.33M	Buy	10,584 +48	+0.5%	+$6.11K	1.51%	32
2014 Q1	$1.31M	Buy	10,536 +465	+5%	+$57.4K	1.53%	31
2013 Q4	$1.35M	Sell	10,071 -3	-0%	-$378	1.64%	21
2013 Q3	$1.15M	Buy	10,074 +148	+1%	+$17K	1.67%	22
2013 Q2	$1.1M	Buy	+9,926	New	+$1.1M	1.72%	20

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Security National Bank of Sioux City Iowa's GE Position: Q4 2017 in Review

Security National Bank of Sioux City Iowa sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 11,340 shares — an estimated $1.31M sold.

Security National Bank of Sioux City Iowa first reported a position in GE in Q2 2013 and held it in 18 quarters. The position peaked at $1.97M in Q4 2015. 2,106 funds tracked by Wall St. Rank hold GE as of Q4 2017.

Security National Bank of Sioux City Iowa reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 11,340 GE Aerospace shares in Q4 2017, an estimated $1.31M.
Security National Bank of Sioux City Iowa first reported a position in GE Aerospace in Q2 2013 and held it in 18 quarters.
Security National Bank of Sioux City Iowa's GE Aerospace position peaked at $1.97M in Q4 2015.
2,106 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2017, filed 14 Feb 2018.