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Wilson Kemp & Associates’s Boeing BA Stock Holding History

Wilson Kemp & Associates’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
2014
Q3 		– Sell
-2,100
Closed -$267K – 30
2014
Q2 		$267K Sell
2,100
-2,550
-55% -$333K 0.96% 46
2014
Q1 		$584K Sell
4,650
-4,240
-48% -$552K 1.52% 24
2013
Q4 		$1.21M Buy
8,890
+190
+2% +$24.7K 2.33% 12
2013
Q3 		$1.02M Sell
8,700
-20,184
-70% -$2.17M 2.25% 13
2013
Q2 		$2.96M Buy
+28,884
New +$2.74M 2.83% 9

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wilson Kemp & Associates's BA Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Boeing (BA) in Q3 2014, closing a stake of 2,100 shares — an estimated $267K sold.

Wilson Kemp & Associates first reported a position in BA in Q2 2013 and held it in 5 quarters. The position peaked at $2.96M in Q2 2013. 1,168 funds tracked by Wall St. Rank hold BA as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Boeing position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 2,100 Boeing shares in Q3 2014, an estimated $267K.
  • Wilson Kemp & Associates first reported a position in Boeing in Q2 2013 and held it in 5 quarters.
  • Wilson Kemp & Associates's Boeing position peaked at $2.96M in Q2 2013.
  • 1,168 funds tracked by Wall St. Rank held Boeing as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.