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Stifel Trust’s Boeing BA Stock Holding History

Stifel Trust’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
2014
Q3 		$59K Hold
457
– – 0.01% 252
2014
Q2 		$59K Buy
457
+157
+52% +$20.5K 0.01% 257
2014
Q1 		$38K Hold
300
– – 0.01% 288
2013
Q4 		$41K Hold
300
– – 0.01% 278
2013
Q3 		$36K Hold
300
– – 0.01% 291
2013
Q2 		$31K Buy
+300
New +$28.5K 0.01% 295

Other funds holding BA

Capital World Investors
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Trust's BA Position: Q3 2014 in Review

Stifel Trust held its Boeing (BA) position steady in Q3 2014 at 457 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #252.

Stifel Trust first reported a position in BA in Q2 2013 and has held it in 6 quarters since. 1,167 funds tracked by Wall St. Rank hold BA as of Q3 2014.

  • Stifel Trust held 457 shares of Boeing worth $59K as of Q3 2014.
  • Stifel Trust left its Boeing share count unchanged in Q3 2014.
  • Boeing made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #252 holding.
  • Stifel Trust first reported a position in Boeing in Q2 2013 and has held it in 6 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Boeing as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.