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Stux Capital Management’s Boeing BA Stock Holding History

Stux Capital Management’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 		$522K Sell
4,100
-4,900
-54% -$640K 0.07% 310
2014
Q1 		$1.13M Sell
9,000
-400
-4% -$52.1K 0.14% 195
2013
Q4 		$1.28M Buy
9,400
+200
+2% +$26K 0.15% 172
2013
Q3 		$1.08M Sell
9,200
-1,000
-10% -$108K 0.14% 189
2013
Q2 		$1.04M Buy
+10,200
New +$969K 0.13% 195

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 $167B AUM 44.17% 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

Stux Capital Management's BA Position: Q2 2014 in Review

Stux Capital Management reduced its Boeing (BA) stake by 54% in Q2 2014, selling an estimated $640K and leaving 4,100 shares worth $522K. The position accounts for 0.07% of the portfolio, ranked #310.

Stux Capital Management first reported a position in BA in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.28M in Q4 2013. 1,197 funds tracked by Wall St. Rank hold BA as of Q2 2014.

  • Stux Capital Management held 4,100 shares of Boeing worth $522K as of Q2 2014.
  • Stux Capital Management sold 4,900 Boeing shares in Q2 2014, an estimated $640K.
  • Boeing made up 0.07% of Stux Capital Management's portfolio in Q2 2014, its #310 holding.
  • Stux Capital Management first reported a position in Boeing in Q2 2013 and has held it in 5 quarters since.
  • Stux Capital Management's Boeing position peaked at $1.28M in Q4 2013.
  • 1,197 funds tracked by Wall St. Rank held Boeing as of Q2 2014.

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