WFG Advisors’s Boeing BA Stock Holding History

WFG Advisors’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
2017 Q2	$890K	Sell	4,503 -77	-2%	-$14.3K	0.2%	118
2017 Q1	$810K	Sell	4,580 -454	-9%	-$77.3K	0.22%	110
2016 Q4	$784K	Sell	5,034 -573	-10%	-$83.7K	0.19%	134
2016 Q3	$739K	Buy	5,607 +250	+5%	+$32.9K	0.18%	133
2016 Q2	$696K	Buy	5,357 +81	+2%	+$10.6K	0.19%	132
2016 Q1	$670K	Buy	5,276 +3,142	+147%	+$390K	0.19%	130
2015 Q4	$309K	Buy	2,134 +185	+9%	+$26.6K	0.09%	219
2015 Q3	$255K	Buy	1,949 +156	+9%	+$21.6K	0.08%	242
2015 Q2	$249K	Sell	1,793 -496	-22%	-$72.3K	0.07%	282
2015 Q1	$344K	Sell	2,289 -3,068	-57%	-$447K	0.1%	232
2014 Q4	$696K	Sell	5,357 -1,715	-24%	-$217K	0.14%	160
2014 Q3	$901K	Buy	7,072 +256	+4%	+$32.2K	0.17%	145
2014 Q2	$867K	Sell	6,816 -150	-2%	-$19.6K	0.16%	154
2014 Q1	$874K	Sell	6,966 -3,007	-30%	-$392K	0.18%	140
2013 Q4	$1.36M	Buy	9,973 +821	+9%	+$107K	0.19%	128
2013 Q3	$1.07M	Sell	9,152 -431	-4%	-$46.4K	0.17%	154
2013 Q2	$982K	Buy	+9,583	New	+$910K	0.16%	153

Other funds holding BA

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

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

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

WFG Advisors's BA Position: Q2 2017 in Review

WFG Advisors reduced its Boeing (BA) stake by 1.7% in Q2 2017, selling an estimated $14.3K and leaving 4,503 shares worth $890K. The position accounts for 0.2% of the portfolio, ranked #118.

WFG Advisors first reported a position in BA in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.36M in Q4 2013. 1,547 funds tracked by Wall St. Rank hold BA as of Q2 2017.

WFG Advisors held 4,503 shares of Boeing worth $890K as of Q2 2017.
WFG Advisors sold 77 Boeing shares in Q2 2017, an estimated $14.3K.
Boeing made up 0.2% of WFG Advisors's portfolio in Q2 2017, its #118 holding.
WFG Advisors first reported a position in Boeing in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Boeing position peaked at $1.36M in Q4 2013.
1,547 funds tracked by Wall St. Rank held Boeing as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.