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Strategic Capital Group’s Boeing BA Stock Holding History

Strategic Capital Group’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
Q2 		$228K Sell
1,790
-346
-16% -$45.2K 0.07% 136
2014
Q1 		$268K Buy
2,136
+515
+32% +$67.1K 0.09% 132
2013
Q4 		$221K Sell
1,621
-19
-1% -$2.47K 0.17% 105
2013
Q3 		$193K Buy
1,640
+204
+14% +$22K 0.07% 145
2013
Q2 		$147K Buy
+1,436
New +$136K 0.07% 134

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

Strategic Capital Group's BA Position: Q2 2014 in Review

Strategic Capital Group reduced its Boeing (BA) stake by 16% in Q2 2014, selling an estimated $45.2K and leaving 1,790 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #136.

Strategic Capital Group first reported a position in BA in Q2 2013 and has held it in 5 quarters since. The position peaked at $268K in Q1 2014. 1,197 funds tracked by Wall St. Rank hold BA as of Q2 2014.

  • Strategic Capital Group held 1,790 shares of Boeing worth $228K as of Q2 2014.
  • Strategic Capital Group sold 346 Boeing shares in Q2 2014, an estimated $45.2K.
  • Boeing made up 0.07% of Strategic Capital Group's portfolio in Q2 2014, its #136 holding.
  • Strategic Capital Group first reported a position in Boeing in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's Boeing position peaked at $268K in Q1 2014.
  • 1,197 funds tracked by Wall St. Rank held Boeing as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.