WLIM
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White Lighthouse Investment Management’s GE Aerospace GE Stock Holding History

White Lighthouse Investment 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
2018
Q4 		– Sell
-2,588
Closed -$140K – 116
2018
Q3 		$140K Hold
2,588
– – 0.07% 116
2018
Q2 		$169K Sell
2,588
-381
-13% -$25.4K 0.09% 116
2018
Q1 		$192K Sell
2,969
-626
-17% -$46.4K 0.11% 116
2017
Q4 		$301K Buy
+3,595
New +$343K 0.17% 92

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

White Lighthouse Investment Management's GE Position: Q4 2018 in Review

White Lighthouse Investment Management sold out of GE Aerospace (GE) in Q4 2018, closing a stake of 2,588 shares — an estimated $140K sold.

White Lighthouse Investment Management first reported a position in GE in Q4 2017 and held it in 4 quarters. The position peaked at $301K in Q4 2017. 1,883 funds tracked by Wall St. Rank hold GE as of Q4 2018.

  • White Lighthouse Investment Management reported no remaining GE Aerospace position as of Q4 2018 after selling out during the quarter.
  • White Lighthouse Investment Management sold 2,588 GE Aerospace shares in Q4 2018, an estimated $140K.
  • White Lighthouse Investment Management first reported a position in GE Aerospace in Q4 2017 and held it in 4 quarters.
  • White Lighthouse Investment Management's GE Aerospace position peaked at $301K in Q4 2017.
  • 1,883 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2018.

Based on White Lighthouse Investment Management's 13F filing for Q4 2018, filed 23 Jan 2019.