Vontobel Swiss Wealth Advisors’s GE Aerospace GE Stock Holding History

Vontobel Swiss Wealth Advisors’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
2018 Q3	–	Sell	-12,911	Closed	-$842K	–	88
2018 Q2	$842K	Buy	12,911 +81	+0.6%	+$5.4K	0.48%	40
2018 Q1	$829K	Buy	12,830 +8,030	+167%	+$595K	0.44%	43
2017 Q4	$402K	Sell	4,800 -12,816	-73%	-$1.22M	0.24%	57
2017 Q3	$2.04M	Buy	17,616 +4,606	+35%	+$557K	1.24%	26
2017 Q2	$1.68M	Buy	13,010 +2,022	+18%	+$277K	1.07%	32
2017 Q1	$1.57M	Sell	10,988 -705	-6%	-$102K	0.85%	40
2016 Q4	$1.77M	Buy	11,693 +697	+6%	+$101K	1.09%	30
2016 Q3	$1.56M	Sell	10,996 -773	-7%	-$115K	0.84%	36
2016 Q2	$1.6M	Sell	11,769 -481	-4%	-$70.2K	0.95%	37
2016 Q1	$1.87M	Buy	12,250 +795	+7%	+$112K	0.99%	37
2015 Q4	$1.71M	Sell	11,455 -27,637	-71%	-$3.93M	1.01%	35
2015 Q3	$4.62M	Sell	39,092 -8,068	-17%	-$989K	3.17%	12
2015 Q2	$5.39M	Buy	47,160 +10,586	+29%	+$1.37M	3.61%	12
2015 Q1	$4.35M	Buy	36,574 +14,800	+68%	+$1.76M	2.96%	13
2014 Q4	$2.64M	Buy	+21,774	New	+$2.68M	1.93%	20

Other funds holding GE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's GE Position: Q3 2018 in Review

Vontobel Swiss Wealth Advisors sold out of GE Aerospace (GE) in Q3 2018, closing a stake of 12,911 shares — an estimated $842K sold.

Vontobel Swiss Wealth Advisors first reported a position in GE in Q4 2014 and held it in 15 quarters. The position peaked at $5.39M in Q2 2015. 1,889 funds tracked by Wall St. Rank hold GE as of Q3 2018.

Vontobel Swiss Wealth Advisors reported no remaining GE Aerospace position as of Q3 2018 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 12,911 GE Aerospace shares in Q3 2018, an estimated $842K.
Vontobel Swiss Wealth Advisors first reported a position in GE Aerospace in Q4 2014 and held it in 15 quarters.
Vontobel Swiss Wealth Advisors's GE Aerospace position peaked at $5.39M in Q2 2015.
1,889 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.