Simply Money Advisors’s Boeing BA Stock Holding History

Simply Money Advisors’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
2013 Q3	–	Sell	-361	Closed	-$37K	–	140
2013 Q2	$37K	Buy	+361	New	+$34.3K	0.01%	82

Other funds holding BA

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Simply Money Advisors's BA Position: Q3 2013 in Review

Simply Money Advisors sold out of Boeing (BA) in Q3 2013, closing a stake of 361 shares — an estimated $37K sold.

Simply Money Advisors first reported a position in BA in Q2 2013 and held it in 1 quarter. The position peaked at $37K in Q2 2013. 1,074 funds tracked by Wall St. Rank hold BA as of Q3 2013.

Simply Money Advisors reported no remaining Boeing position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 361 Boeing shares in Q3 2013, an estimated $37K.
Simply Money Advisors first reported a position in Boeing in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Boeing position peaked at $37K in Q2 2013.
1,074 funds tracked by Wall St. Rank held Boeing as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.