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Summit Capital Management’s Boeing BA Stock Holding History

Summit 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
Q1 		– Sell
-9,800
Closed -$1.34M – 64
2013
Q4 		$1.34M Sell
9,800
-28,535
-74% -$3.71M 0.5% 45
2013
Q3 		$4.5M Sell
38,335
-5,625
-13% -$606K 2.14% 15
2013
Q2 		$4.5M Buy
+43,960
New +$4.18M 1.92% 18

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Capital Management's BA Position: Q1 2014 in Review

Summit Capital Management sold out of Boeing (BA) in Q1 2014, closing a stake of 9,800 shares — an estimated $1.34M sold.

Summit Capital Management first reported a position in BA in Q2 2013 and held it in 3 quarters. The position peaked at $4.5M in Q3 2013. 1,182 funds tracked by Wall St. Rank hold BA as of Q1 2014.

  • Summit Capital Management reported no remaining Boeing position as of Q1 2014 after selling out during the quarter.
  • Summit Capital Management sold 9,800 Boeing shares in Q1 2014, an estimated $1.34M.
  • Summit Capital Management first reported a position in Boeing in Q2 2013 and held it in 3 quarters.
  • Summit Capital Management's Boeing position peaked at $4.5M in Q3 2013.
  • 1,182 funds tracked by Wall St. Rank held Boeing as of Q1 2014.

Based on Summit Capital Management's 13F filing for Q1 2014, filed 14 May 2014.