Sensible Financial Planning & Management’s GE Aerospace GE Stock Holding History

Sensible Financial Planning & 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 Q4	–	Sell	-255	Closed	-$36K	–	43
2016 Q3	$36K	Hold	255	–	–	0.02%	40
2016 Q2	$39K	Hold	255	–	–	0.03%	41
2016 Q1	$39K	Sell	255 -209	-45%	-$29.5K	0.03%	40
2015 Q4	$69K	Buy	464 +81	+21%	+$11.5K	0.05%	40
2015 Q3	$46K	Buy	383 +128	+50%	+$15.7K	0.04%	43
2015 Q2	$33K	Buy	+255	New	+$33.1K	0.03%	44

Other funds holding GE

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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

BFA

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sensible Financial Planning & Management's GE Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of GE Aerospace (GE) in Q4 2016, closing a stake of 255 shares — an estimated $36K sold.

Sensible Financial Planning & Management first reported a position in GE in Q2 2015 and held it in 6 quarters. The position peaked at $69K in Q4 2015. 2,126 funds tracked by Wall St. Rank hold GE as of Q4 2016.

Sensible Financial Planning & Management reported no remaining GE Aerospace position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 255 GE Aerospace shares in Q4 2016, an estimated $36K.
Sensible Financial Planning & Management first reported a position in GE Aerospace in Q2 2015 and held it in 6 quarters.
Sensible Financial Planning & Management's GE Aerospace position peaked at $69K in Q4 2015.
2,126 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.