Wealthfront’s GE Aerospace GE Stock Holding History

Wealthfront’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	$1.3M	Buy	24,090 +14,730	+157%	+$908K	0.01%	201
2018 Q2	$611K	Sell	9,360 -3,726	-28%	-$249K	0.01%	336
2018 Q1	$845K	Sell	13,086 -1,808	-12%	-$134K	0.01%	285
2017 Q4	$1.25M	Sell	14,894 -22,467	-60%	-$2.15M	0.01%	191
2017 Q3	$4.33M	Sell	37,361 -2,043	-5%	-$247K	0.06%	65
2017 Q2	$5.1M	Sell	39,404 -15,385	-28%	-$2.11M	0.08%	48
2017 Q1	$7.83M	Sell	54,789 -372	-0.7%	-$53.8K	0.14%	32
2016 Q4	$8.35M	Buy	55,161 +4,940	+10%	+$718K	0.18%	27
2016 Q3	$7.13M	Sell	50,221 -2,446	-5%	-$365K	0.17%	29
2016 Q2	$7.95M	Buy	52,667 +1,189	+2%	+$173K	0.22%	27
2016 Q1	$7.84M	Buy	51,478 +6,687	+15%	+$944K	0.25%	27
2015 Q4	$6.69M	Buy	44,791 +9,489	+27%	+$1.35M	0.24%	24
2015 Q3	$4.27M	Buy	35,302 +15,952	+82%	+$1.95M	0.17%	29
2015 Q2	$2.46M	Buy	19,350 +12,194	+170%	+$1.58M	0.1%	28
2015 Q1	$851K	Buy	7,156 +1,124	+19%	+$134K	0.04%	46
2014 Q4	$731K	Sell	6,032 -2,287	-27%	-$281K	0.04%	52
2014 Q3	$1.02M	Buy	8,319 +852	+11%	+$106K	0.07%	31
2014 Q2	$961K	Buy	7,467 +3,872	+108%	+$492K	0.08%	22
2014 Q1	$446K	Buy	+3,595	New	+$444K	0.06%	26

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

Wealthfront's GE Position: Q3 2018 in Review

Wealthfront increased its GE Aerospace (GE) stake by 157% in Q3 2018, buying an estimated $908K and bringing the position to 24,090 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #201.

Wealthfront first reported a position in GE in Q1 2014 and has held it in 19 quarters since. The position peaked at $8.35M in Q4 2016. 1,890 funds tracked by Wall St. Rank hold GE as of Q3 2018.

Wealthfront held 24,090 shares of GE Aerospace worth $1.3M as of Q3 2018.
Wealthfront bought 14,730 GE Aerospace shares in Q3 2018, an estimated $908K.
GE Aerospace made up 0.01% of Wealthfront's portfolio in Q3 2018, its #201 holding.
Wealthfront first reported a position in GE Aerospace in Q1 2014 and has held it in 19 quarters since.
Wealthfront's GE Aerospace position peaked at $8.35M in Q4 2016.
1,890 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.