VWM
BA icon

Vector Wealth Management’s Boeing BA Stock Holding History

Vector Wealth 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
2016
Q1 		– Sell
-1,390
Closed -$201K – 79
2015
Q4 		$201K Hold
1,390
– – 0.16% 75
2015
Q3 		$202K Buy
+1,390
New +$193K 0.16% 74

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

Vector Wealth Management's BA Position: Q1 2016 in Review

Vector Wealth Management sold out of Boeing (BA) in Q1 2016, closing a stake of 1,390 shares — an estimated $201K sold.

Vector Wealth Management first reported a position in BA in Q3 2015 and held it in 2 quarters. The position peaked at $202K in Q3 2015. 1,352 funds tracked by Wall St. Rank hold BA as of Q1 2016.

  • Vector Wealth Management reported no remaining Boeing position as of Q1 2016 after selling out during the quarter.
  • Vector Wealth Management sold 1,390 Boeing shares in Q1 2016, an estimated $201K.
  • Vector Wealth Management first reported a position in Boeing in Q3 2015 and held it in 2 quarters.
  • Vector Wealth Management's Boeing position peaked at $202K in Q3 2015.
  • 1,352 funds tracked by Wall St. Rank held Boeing as of Q1 2016.

Based on Vector Wealth Management's 13F filing for Q1 2016, filed 26 Oct 2016.