Vector Wealth Management’s GE Aerospace GE Stock Holding History

Vector 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
2016 Q4	$791K	Buy	5,223 +364	+7%	+$52.9K	0.56%	25
2016 Q3	$689K	Sell	4,859 -110	-2%	-$16.4K	0.47%	33
2016 Q2	$750K	Sell	4,969 -61	-1%	-$8.9K	0.51%	30
2016 Q1	$767K	Buy	5,030 +53	+1%	+$7.48K	0.57%	25
2015 Q4	$743K	Sell	4,977 -311	-6%	-$44.2K	0.58%	25
2015 Q3	$759K	Buy	5,288 +159	+3%	+$19.5K	0.6%	24
2015 Q2	$654K	Buy	5,129 +332	+7%	+$43.1K	0.52%	26
2015 Q1	$570K	Buy	4,797 +309	+7%	+$36.8K	0.46%	27
2014 Q4	$543K	Buy	4,488 +23	+0.5%	+$2.83K	0.41%	26
2014 Q3	$549K	Buy	4,465 +13	+0.3%	+$1.62K	0.4%	25
2014 Q2	$561K	Sell	4,452 -87	-2%	-$11.1K	0.41%	23
2014 Q1	$564K	Sell	4,539 -11	-0.2%	-$1.36K	0.41%	21
2013 Q4	$611K	Sell	4,550 -116	-2%	-$14.6K	0.43%	24
2013 Q3	$535K	Sell	4,666 -20	-0.4%	-$2.29K	0.39%	27
2013 Q2	$521K	Buy	+4,686	New	+$519K	0.38%	25

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vector Wealth Management's GE Position: Q4 2016 in Review

Vector Wealth Management increased its GE Aerospace (GE) stake by 7.5% in Q4 2016, buying an estimated $52.9K and bringing the position to 5,223 shares worth $791K. The position accounts for 0.56% of the portfolio, ranked #25.

Vector Wealth Management first reported a position in GE in Q2 2013 and has held it in 15 quarters since. 2,126 funds tracked by Wall St. Rank hold GE as of Q4 2016.

Vector Wealth Management held 5,223 shares of GE Aerospace worth $791K as of Q4 2016.
Vector Wealth Management bought 364 GE Aerospace shares in Q4 2016, an estimated $52.9K.
GE Aerospace made up 0.56% of Vector Wealth Management's portfolio in Q4 2016, its #25 holding.
Vector Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 15 quarters since.
2,126 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.