Westfield Capital Management’s GE Aerospace GE Stock Holding History

Westfield Capital 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
2017 Q4	–	Sell	-2,199	Closed	-$255K	–	251
2017 Q3	$255K	Sell	2,199 -626	-22%	-$75.7K	﹤0.01%	247
2017 Q2	$366K	Sell	2,825 -509,278	-99%	-$69.8M	﹤0.01%	236
2017 Q1	$73.1M	Sell	512,103 -37,773	-7%	-$5.47M	0.63%	46
2016 Q4	$83.3M	Sell	549,876 -50,582	-8%	-$7.35M	0.73%	38
2016 Q3	$85.2M	Buy	600,458 +548,407	+1,054%	+$81.8M	0.69%	46
2016 Q2	$7.85M	Buy	52,051 +6,669	+15%	+$973K	0.06%	207
2016 Q1	$6.91M	Buy	45,382 +36,180	+393%	+$5.11M	0.05%	201
2015 Q4	$1.37M	Hold	9,202	–	–	0.01%	239
2015 Q3	$1.11M	Hold	9,202	–	–	0.01%	225
2015 Q2	$1.17M	Hold	9,202	–	–	0.01%	249
2015 Q1	$1.09M	Sell	9,202 -418	-4%	-$49.8K	0.01%	275
2014 Q4	$1.17M	Sell	9,620 -980	-9%	-$121K	0.01%	276
2014 Q3	$1.3M	Sell	10,600 -53,623	-83%	-$6.68M	0.01%	264
2014 Q2	$8.09M	Sell	64,223 -2,561	-4%	-$326K	0.05%	234
2014 Q1	$8.29M	Buy	66,784 +3,864	+6%	+$477K	0.05%	237
2013 Q4	$8.45M	Buy	62,920 +11,088	+21%	+$1.4M	0.05%	234
2013 Q3	$5.93M	Sell	51,832 -3,130	-6%	-$359K	0.04%	247
2013 Q2	$6.11M	Buy	+54,962	New	+$6.09M	0.04%	252

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

Westfield Capital Management's GE Position: Q4 2017 in Review

Westfield Capital Management sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 2,199 shares — an estimated $255K sold.

Westfield Capital Management first reported a position in GE in Q2 2013 and held it in 18 quarters. The position peaked at $85.2M in Q3 2016. 2,105 funds tracked by Wall St. Rank hold GE as of Q4 2017.

Westfield Capital Management reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
Westfield Capital Management sold 2,199 GE Aerospace shares in Q4 2017, an estimated $255K.
Westfield Capital Management first reported a position in GE Aerospace in Q2 2013 and held it in 18 quarters.
Westfield Capital Management's GE Aerospace position peaked at $85.2M in Q3 2016.
2,105 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on Westfield Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.