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Smith Shellnut Wilson’s Boeing BA Stock Holding History

Smith Shellnut Wilson’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
-2,303
Closed -$299K – 131
2017
Q2 		$299K Buy
2,303
+562
+32% +$105K 0.31% 75
2017
Q1 		$308K Sell
1,741
-415
-19% -$70.7K 0.28% 85
2016
Q4 		$336K Buy
+2,156
New +$315K 0.32% 69

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 Shellnut Wilson's BA Position: Q3 2017 in Review

Smith Shellnut Wilson sold out of Boeing (BA) in Q3 2017, closing a stake of 2,303 shares — an estimated $299K sold.

Smith Shellnut Wilson first reported a position in BA in Q4 2016 and held it in 3 quarters. The position peaked at $336K in Q4 2016. 1,657 funds tracked by Wall St. Rank hold BA as of Q3 2017.

  • Smith Shellnut Wilson reported no remaining Boeing position as of Q3 2017 after selling out during the quarter.
  • Smith Shellnut Wilson sold 2,303 Boeing shares in Q3 2017, an estimated $299K.
  • Smith Shellnut Wilson first reported a position in Boeing in Q4 2016 and held it in 3 quarters.
  • Smith Shellnut Wilson's Boeing position peaked at $336K in Q4 2016.
  • 1,657 funds tracked by Wall St. Rank held Boeing as of Q3 2017.

Based on Smith Shellnut Wilson's 13F filing for Q3 2017, filed 17 Nov 2017.