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Strategic Wealth Management’s GE Aerospace GE Stock Holding History

Strategic Wealth Management’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
2015
Q2 		– Sell
-5,278
Closed -$628K – 46
2015
Q1 		$628K Buy
+5,278
New +$628K 0.63% 34

Other funds holding GE

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
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Strategic Wealth Management's GE Position: Q2 2015 in Review

Strategic Wealth Management sold out of GE Aerospace (GE) in Q2 2015, closing a stake of 5,278 shares — an estimated $628K sold.

Strategic Wealth Management first reported a position in GE in Q1 2015 and held it in 1 quarter. The position peaked at $628K in Q1 2015. 2,001 funds tracked by Wall St. Rank hold GE as of Q2 2015.

  • Strategic Wealth Management reported no remaining GE Aerospace position as of Q2 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 5,278 GE Aerospace shares in Q2 2015, an estimated $628K.
  • Strategic Wealth Management first reported a position in GE Aerospace in Q1 2015 and held it in 1 quarter.
  • Strategic Wealth Management's GE Aerospace position peaked at $628K in Q1 2015.
  • 2,001 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2015.

Based on Strategic Wealth Management's 13F filing for Q2 2015, filed 28 Jul 2015.