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SWS Partners’s Boeing BA Stock Holding History

SWS Partners’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
2019
Q3 		$584K Sell
1,570
-168
-10% -$60.1K 0.35% 66
2019
Q2 		$628K Buy
+1,738
New +$634K 0.4% 66
2018
Q4 		$385K Buy
1,193
+24
+2% +$8.29K 0.29% 66
2018
Q3 		$435K Buy
1,169
+27
+2% +$9.48K 0.28% 67
2018
Q2 		$383K Buy
1,142
+894
+360% +$308K 0.27% 70
2018
Q1 		$80K Sell
248
-169
-41% -$57.1K 0.06% 104
2017
Q4 		$123K Buy
+417
New +$113K 0.09% 81

Other funds holding BA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

SWS Partners's BA Position: Q3 2019 in Review

SWS Partners reduced its Boeing (BA) stake by 9.7% in Q3 2019, selling an estimated $60.1K and leaving 1,570 shares worth $584K. The position accounts for 0.35% of the portfolio, ranked #66.

SWS Partners first reported a position in BA in Q4 2017 and has held it in 7 quarters since. The position peaked at $628K in Q2 2019. 2,062 funds tracked by Wall St. Rank hold BA as of Q3 2019.

  • SWS Partners held 1,570 shares of Boeing worth $584K as of Q3 2019.
  • SWS Partners sold 168 Boeing shares in Q3 2019, an estimated $60.1K.
  • Boeing made up 0.35% of SWS Partners's portfolio in Q3 2019, its #66 holding.
  • SWS Partners first reported a position in Boeing in Q4 2017 and has held it in 7 quarters since.
  • SWS Partners's Boeing position peaked at $628K in Q2 2019.
  • 2,062 funds tracked by Wall St. Rank held Boeing as of Q3 2019.

Based on SWS Partners's 13F filing for Q3 2019, filed 15 Nov 2019.