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SII Investments’s Boeing BA Stock Holding History

SII Investments’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
2018
Q1 		– Sell
-18,042
Closed -$5.31M – 21
2017
Q4 		$5.31M Sell
18,042
-3,763
-17% -$1.02M 0.55% 40
2017
Q3 		$5.55M Buy
21,805
+263
+1% +$61.3K 0.32% 62
2017
Q2 		$4.28M Sell
21,542
-332
-2% -$61.8K 0.26% 81
2017
Q1 		$3.87M Buy
21,874
+1,656
+8% +$282K 0.27% 87
2016
Q4 		$3.15M Buy
20,218
+1,278
+7% +$187K 0.24% 94
2016
Q3 		$2.49M Sell
18,940
-3,605
-16% -$475K 0.19% 103
2016
Q2 		$2.91M Buy
22,545
+7,107
+46% +$926K 0.24% 94
2016
Q1 		$1.96M Buy
15,438
+6,164
+66% +$765K 0.18% 107
2015
Q4 		$1.33M Buy
9,274
+62
+0.7% +$8.93K 0.17% 117
2015
Q3 		$1.2M Buy
9,212
+2,293
+33% +$318K 0.14% 149
2015
Q2 		$963K Sell
6,919
-318
-4% -$46.4K 0.11% 174
2015
Q1 		$1.09M Buy
7,237
+1,790
+33% +$261K 0.13% 166
2014
Q4 		$703K Sell
5,447
-3,451
-39% -$438K 0.09% 205
2014
Q3 		$1.13M Buy
8,898
+4,106
+86% +$517K 0.15% 158
2014
Q2 		$610K Buy
4,792
+539
+13% +$70.4K 0.09% 229
2014
Q1 		$522K Buy
4,253
+515
+14% +$67.1K 0.1% 218
2013
Q4 		$513K Sell
3,738
-1,260
-25% -$164K 0.09% 234
2013
Q3 		$593K Buy
4,998
+435
+10% +$46.9K 0.14% 165
2013
Q2 		$463K Buy
+4,563
New +$434K 0.1% 211

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SII Investments's BA Position: Q1 2018 in Review

SII Investments sold out of Boeing (BA) in Q1 2018, closing a stake of 18,042 shares — an estimated $5.31M sold.

SII Investments first reported a position in BA in Q2 2013 and held it in 19 quarters. The position peaked at $5.55M in Q3 2017. 1,888 funds tracked by Wall St. Rank hold BA as of Q1 2018.

  • SII Investments reported no remaining Boeing position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 18,042 Boeing shares in Q1 2018, an estimated $5.31M.
  • SII Investments first reported a position in Boeing in Q2 2013 and held it in 19 quarters.
  • SII Investments's Boeing position peaked at $5.55M in Q3 2017.
  • 1,888 funds tracked by Wall St. Rank held Boeing as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.