Whitegate Investment Counselors’s Boeing BA Stock Holding History

Whitegate Investment Counselors’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
2020 Q1	–	Sell	-899	Closed	-$293K	–	181
2019 Q4	$293K	Sell	899 -49	-5%	-$17.3K	0.05%	168
2019 Q3	$361K	Buy	948 +1	+0.1%	+$357	0.07%	152
2019 Q2	$345K	Buy	947 +1	+0.1%	+$365	0.07%	150
2019 Q1	$361K	Buy	946 +150	+19%	+$57.7K	0.07%	149
2018 Q4	$257K	Buy	+796	New	+$275K	0.06%	164
2018 Q3	–	Sell	-802	Closed	-$269K	–	175
2018 Q2	$269K	Hold	802	–	–	0.06%	163
2018 Q1	$263K	Sell	802 -32	-4%	-$10.8K	0.06%	163
2017 Q4	$246K	Sell	834 -6	-0.7%	-$1.62K	0.05%	168
2017 Q3	$214K	Sell	840 -260	-24%	-$60.6K	0.05%	173
2017 Q2	$218K	Buy	+1,100	New	+$205K	0.05%	169

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whitegate Investment Counselors's BA Position: Q1 2020 in Review

Whitegate Investment Counselors sold out of Boeing (BA) in Q1 2020, closing a stake of 899 shares — an estimated $293K sold.

Whitegate Investment Counselors first reported a position in BA in Q2 2017 and held it in 10 quarters. The position peaked at $361K in Q3 2019. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

Whitegate Investment Counselors reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
Whitegate Investment Counselors sold 899 Boeing shares in Q1 2020, an estimated $293K.
Whitegate Investment Counselors first reported a position in Boeing in Q2 2017 and held it in 10 quarters.
Whitegate Investment Counselors's Boeing position peaked at $361K in Q3 2019.
1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Whitegate Investment Counselors's 13F filing for Q1 2020, filed 15 Apr 2020.