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Smith & Howard Wealth Management’s Boeing BA Stock Holding History

Smith & Howard Wealth Management’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
2017
Q3 		– Sell
-1,478
Closed -$292K – 49
2017
Q2 		$292K Buy
+1,478
New +$275K 0.14% 40
2014
Q1 		– Sell
-1,210
Closed -$165K – 53
2013
Q4 		$165K Hold
1,210
– – 0.09% 45
2013
Q3 		$142K Hold
1,210
– – 0.08% 41
2013
Q2 		$124K Buy
+1,210
New +$115K 0.08% 45

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Smith & Howard Wealth Management's BA Position: Q3 2017 in Review

Smith & Howard Wealth Management sold out of Boeing (BA) in Q3 2017, closing a stake of 1,478 shares — an estimated $292K sold.

Smith & Howard Wealth Management first reported a position in BA in Q2 2013 and held it in 4 quarters. The position peaked at $292K in Q2 2017. 1,657 funds tracked by Wall St. Rank hold BA as of Q3 2017.

  • Smith & Howard Wealth Management reported no remaining Boeing position as of Q3 2017 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,478 Boeing shares in Q3 2017, an estimated $292K.
  • Smith & Howard Wealth Management first reported a position in Boeing in Q2 2013 and held it in 4 quarters.
  • Smith & Howard Wealth Management's Boeing position peaked at $292K in Q2 2017.
  • 1,657 funds tracked by Wall St. Rank held Boeing as of Q3 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2017, filed 15 Nov 2017.