WFG Advisors’s GE Aerospace GE Stock Holding History

WFG 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
2017 Q2	$2.55M	Buy	19,733 +2,738	+16%	+$375K	0.58%	35
2017 Q1	$2.43M	Sell	16,995 -1,645	-9%	-$238K	0.65%	34
2016 Q4	$2.82M	Buy	18,640 +233	+1%	+$33.8K	0.69%	25
2016 Q3	$2.61M	Buy	18,407 +376	+2%	+$56.1K	0.65%	27
2016 Q2	$2.72M	Sell	18,031 -349	-2%	-$50.9K	0.73%	23
2016 Q1	$2.8M	Sell	18,380 -107	-0.6%	-$15.1K	0.81%	20
2015 Q4	$2.76M	Buy	18,487 +2,320	+14%	+$330K	0.83%	20
2015 Q3	$1.95M	Sell	16,167 -1,613	-9%	-$198K	0.61%	32
2015 Q2	$2.26M	Buy	17,780 +409	+2%	+$53K	0.62%	29
2015 Q1	$2.06M	Sell	17,371 -5,161	-23%	-$614K	0.58%	29
2014 Q4	$2.73M	Buy	22,532 +116	+0.5%	+$14.3K	0.55%	25
2014 Q3	$2.75M	Buy	22,416 +943	+4%	+$118K	0.52%	28
2014 Q2	$2.7M	Buy	21,473 +19	+0.1%	+$2.42K	0.5%	30
2014 Q1	$2.62M	Sell	21,454 -622	-3%	-$76.8K	0.53%	26
2013 Q4	$2.96M	Sell	22,076 -1,047	-5%	-$132K	0.42%	45
2013 Q3	$2.65M	Sell	23,123 -94	-0.4%	-$10.8K	0.41%	50
2013 Q2	$2.58M	Buy	+23,217	New	+$2.57M	0.43%	46

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

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

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

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

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

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

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

WFG Advisors's GE Position: Q2 2017 in Review

WFG Advisors increased its GE Aerospace (GE) stake by 16% in Q2 2017, buying an estimated $375K and bringing the position to 19,733 shares worth $2.55M. The position accounts for 0.58% of the portfolio, ranked #35.

WFG Advisors first reported a position in GE in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.96M in Q4 2013. 2,087 funds tracked by Wall St. Rank hold GE as of Q2 2017.

WFG Advisors held 19,733 shares of GE Aerospace worth $2.55M as of Q2 2017.
WFG Advisors bought 2,738 GE Aerospace shares in Q2 2017, an estimated $375K.
GE Aerospace made up 0.58% of WFG Advisors's portfolio in Q2 2017, its #35 holding.
WFG Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's GE Aerospace position peaked at $2.96M in Q4 2013.
2,087 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2017.

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