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Wilson Kemp & Associates’s GE Aerospace GE Stock Holding History

Wilson Kemp & Associates’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
2014
Q3 		$353K Sell
2,871
-4,794
-63% -$597K 3.22% 11
2014
Q2 		$965K Sell
7,665
-3,960
-34% -$504K 3.46% 5
2014
Q1 		$1.44M Sell
11,625
-4,924
-30% -$608K 3.75% 8
2013
Q4 		$2.22M Buy
16,549
+2,543
+18% +$320K 4.27% 5
2013
Q3 		$1.6M Sell
14,006
-15,840
-53% -$1.82M 3.53% 8
2013
Q2 		$3.32M Buy
+29,846
New +$3.3M 3.17% 7

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wilson Kemp & Associates reduced its GE Aerospace (GE) stake by 63% in Q3 2014, selling an estimated $597K and leaving 2,871 shares worth $353K. The position accounts for 3.22% of the portfolio, ranked #11.

Wilson Kemp & Associates first reported a position in GE in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.32M in Q2 2013. 1,847 funds tracked by Wall St. Rank hold GE as of Q3 2014.

  • Wilson Kemp & Associates held 2,871 shares of GE Aerospace worth $353K as of Q3 2014.
  • Wilson Kemp & Associates sold 4,794 GE Aerospace shares in Q3 2014, an estimated $597K.
  • GE Aerospace made up 3.22% of Wilson Kemp & Associates's portfolio in Q3 2014, its #11 holding.
  • Wilson Kemp & Associates first reported a position in GE Aerospace in Q2 2013 and has held it in 6 quarters since.
  • Wilson Kemp & Associates's GE Aerospace position peaked at $3.32M in Q2 2013.
  • 1,847 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2014.

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