W.P. Stewart & Co’s Boeing BA Stock Holding History

W.P. Stewart & Co’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
2013 Q3	$529K	Hold	4,500	–	–	0.03%	26
2013 Q2	$461K	Buy	+4,500	New	+$428K	0.02%	25

Other funds holding BA

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

W.P. Stewart & Co's BA Position: Q3 2013 in Review

W.P. Stewart & Co held its Boeing (BA) position steady in Q3 2013 at 4,500 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #26.

W.P. Stewart & Co first reported a position in BA in Q2 2013 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold BA as of Q3 2013.

W.P. Stewart & Co held 4,500 shares of Boeing worth $529K as of Q3 2013.
W.P. Stewart & Co left its Boeing share count unchanged in Q3 2013.
Boeing made up 0.03% of W.P. Stewart & Co's portfolio in Q3 2013, its #26 holding.
W.P. Stewart & Co first reported a position in Boeing in Q2 2013 and has held it in 2 quarters since.
1,074 funds tracked by Wall St. Rank held Boeing as of Q3 2013.

Based on W.P. Stewart & Co's 13F filing for Q3 2013, filed 14 Nov 2013.