WFG
GE icon

Wills Financial Group’s GE Aerospace GE Stock Holding History

Wills Financial Group’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
Q3 		– Sell
-2,918
Closed -$378K – 73
2017
Q2 		$378K Sell
2,918
-162
-5% -$22.2K 0.28% 60
2017
Q1 		$440K Sell
3,080
-228
-7% -$33K 0.34% 52
2016
Q4 		$501K Sell
3,308
-48
-1% -$6.97K 0.41% 48
2016
Q3 		$476K Sell
3,356
-302
-8% -$45.1K 0.42% 49
2016
Q2 		$552K Sell
3,658
-9
-0.2% -$1.31K 0.46% 49
2016
Q1 		$558K Buy
3,667
+188
+5% +$26.5K 0.48% 48
2015
Q4 		$519K Hold
3,479
– – 0.46% 50
2015
Q3 		$420K Buy
3,479
+362
+12% +$44.4K 0.39% 52
2015
Q2 		$396K Sell
3,117
-7,447
-70% -$966K 0.34% 60
2015
Q1 		$1.26M Sell
10,564
-913
-8% -$109K 1.04% 29
2014
Q4 		$1.39M Buy
11,477
+89
+0.8% +$10.9K 1.13% 28
2014
Q3 		$1.4M Sell
11,388
-414
-4% -$51.6K 1.18% 28
2014
Q2 		$1.49M Buy
11,802
+1,139
+11% +$145K 1.23% 29
2014
Q1 		$1.32M Buy
10,663
+190
+2% +$23.5K 1.26% 30
2013
Q4 		$1.41M Buy
+10,473
New +$1.32M 1.45% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wills Financial Group's GE Position: Q3 2017 in Review

Wills Financial Group sold out of GE Aerospace (GE) in Q3 2017, closing a stake of 2,918 shares — an estimated $378K sold.

Wills Financial Group first reported a position in GE in Q4 2013 and held it in 15 quarters. The position peaked at $1.49M in Q2 2014. 2,037 funds tracked by Wall St. Rank hold GE as of Q3 2017.

  • Wills Financial Group reported no remaining GE Aerospace position as of Q3 2017 after selling out during the quarter.
  • Wills Financial Group sold 2,918 GE Aerospace shares in Q3 2017, an estimated $378K.
  • Wills Financial Group first reported a position in GE Aerospace in Q4 2013 and held it in 15 quarters.
  • Wills Financial Group's GE Aerospace position peaked at $1.49M in Q2 2014.
  • 2,037 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2017.

Based on Wills Financial Group's 13F filing for Q3 2017, filed 14 Nov 2017.