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 Q1	–	Sell	-417	Closed	-$17K	–	1555
2016 Q4	$17K	Hold	417	–	–	﹤0.01%	972
2016 Q3	$14K	Hold	417	–	–	﹤0.01%	1032
2016 Q2	$17K	Hold	417	–	–	﹤0.01%	956
2016 Q1	$18K	Hold	417	–	–	0.01%	912
2015 Q4	$17K	Hold	417	–	–	0.01%	932
2015 Q3	$6K	Hold	417	–	–	﹤0.01%	1213
2015 Q2	$8K	Hold	417	–	–	﹤0.01%	1243
2015 Q1	$6K	Hold	417	–	–	﹤0.01%	1313
2014 Q4	$8K	Hold	417	–	–	﹤0.01%	1523
2014 Q3	$9K	Hold	417	–	–	﹤0.01%	1523
2014 Q2	$10K	Buy	+417	New	+$53K	﹤0.01%	1482

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.