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Sound View Wealth Advisors’s GE Aerospace GE Stock Holding History

Sound View Wealth Advisors’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$437K Sell
8,769
-1,166
-12% -$54.9K 0.14% 149
2018
Q4 		$360K Buy
+9,935
New +$449K 0.13% 152

Other funds holding GE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sound View Wealth Advisors's GE Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its GE Aerospace (GE) stake by 12% in Q1 2019, selling an estimated $54.9K and leaving 8,769 shares worth $437K. The position accounts for 0.14% of the portfolio, ranked #149.

Sound View Wealth Advisors first reported a position in GE in Q4 2018 and has held it in 2 quarters since. 1,839 funds tracked by Wall St. Rank hold GE as of Q1 2019.

  • Sound View Wealth Advisors held 8,769 shares of GE Aerospace worth $437K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,166 GE Aerospace shares in Q1 2019, an estimated $54.9K.
  • GE Aerospace made up 0.14% of Sound View Wealth Advisors's portfolio in Q1 2019, its #149 holding.
  • Sound View Wealth Advisors first reported a position in GE Aerospace in Q4 2018 and has held it in 2 quarters since.
  • 1,839 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.