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Shine Investment Advisory Services’s Boeing BA Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$162K Sell
983
-31
-3% -$5.28K 0.05% 143
2020
Q2 		$186K Sell
1,014
-29
-3% -$4.46K 0.07% 123
2020
Q1 		$156K Sell
1,043
-79
-7% -$21.6K 0.07% 126
2019
Q4 		$366K Sell
1,122
-153
-12% -$54.2K 0.15% 85
2019
Q3 		$485K Buy
1,275
+84
+7% +$30K 0.23% 62
2019
Q2 		$434K Buy
1,191
+194
+19% +$70.7K 0.2% 68
2019
Q1 		$380K Sell
997
-132
-12% -$50.8K 0.18% 76
2018
Q4 		$364K Buy
1,129
+9
+0.8% +$3.11K 0.18% 72
2018
Q3 		$417K Buy
1,120
+76
+7% +$26.7K 0.22% 65
2018
Q2 		$350K Buy
1,044
+20
+2% +$6.88K 0.18% 72
2018
Q1 		$336K Buy
1,024
+4
+0.4% +$1.35K 0.18% 74
2017
Q4 		$301K Buy
1,020
+94
+10% +$25.4K 0.15% 80
2017
Q3 		$235K Sell
926
-23
-2% -$5.36K 0.12% 87
2017
Q2 		$188K Buy
+949
New +$177K 0.1% 97

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's BA Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Boeing (BA) stake by 3.1% in Q3 2020, selling an estimated $5.28K and leaving 983 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #143.

Shine Investment Advisory Services first reported a position in BA in Q2 2017 and has held it in 14 quarters since. The position peaked at $485K in Q3 2019. 1,738 funds tracked by Wall St. Rank hold BA as of Q3 2020.

  • Shine Investment Advisory Services held 983 shares of Boeing worth $162K as of Q3 2020.
  • Shine Investment Advisory Services sold 31 Boeing shares in Q3 2020, an estimated $5.28K.
  • Boeing made up 0.05% of Shine Investment Advisory Services's portfolio in Q3 2020, its #143 holding.
  • Shine Investment Advisory Services first reported a position in Boeing in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's Boeing position peaked at $485K in Q3 2019.
  • 1,738 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.