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Windsor Capital Management’s Boeing BA Stock Holding History

Windsor Capital Management’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
-1,245
Closed -$405K – 118
2019
Q4 		$405K Buy
1,245
+103
+9% +$36.5K 0.17% 88
2019
Q3 		$434K Buy
1,142
+266
+30% +$95.1K 0.19% 90
2019
Q2 		$319K Buy
876
+180
+26% +$65.6K 0.15% 95
2019
Q1 		$265K Buy
696
+21
+3% +$8.08K 0.13% 103
2018
Q4 		$217K Buy
675
+48
+8% +$16.6K 0.11% 109
2018
Q3 		$233K Sell
627
-20
-3% -$7.03K 0.11% 111
2018
Q2 		$217K Sell
647
-100
-13% -$34.4K 0.1% 111
2018
Q1 		$244K Sell
747
-377
-34% -$127K 0.12% 106
2017
Q4 		$331K Sell
1,124
-3,620
-76% -$980K 0.15% 95
2017
Q3 		$938K Hold
4,744
– – 0.47% 45
2017
Q2 		$938K Buy
4,744
+33
+0.7% +$6.14K 0.47% 45
2017
Q1 		$833K Buy
4,711
+621
+15% +$106K 0.43% 49
2016
Q4 		$636K Sell
4,090
-159
-4% -$23.2K 0.34% 64
2016
Q3 		$559K Buy
4,249
+277
+7% +$36.5K 0.31% 70
2016
Q2 		$515K Sell
3,972
-556
-12% -$72.5K 0.3% 72
2016
Q1 		$574K Sell
4,528
-1,393
-24% -$173K 0.36% 63
2015
Q4 		$856K Sell
5,921
-145
-2% -$20.9K 0.53% 46
2015
Q3 		$794K Buy
6,066
+356
+6% +$49.4K 0.47% 47
2015
Q2 		$792K Buy
5,710
+1,135
+25% +$166K 0.46% 49
2015
Q1 		$687K Buy
4,575
+1,643
+56% +$239K 0.4% 53
2014
Q4 		$381K Buy
2,932
+384
+15% +$48.7K 0.21% 72
2014
Q3 		$325K Buy
+2,548
New +$321K 0.18% 71
2013
Q3 		– Sell
-149
Closed -$15K – 406
2013
Q2 		$15K Buy
+149
New +$14.2K 0.01% 291

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Windsor Capital Management's BA Position: Q1 2020 in Review

Windsor Capital Management sold out of Boeing (BA) in Q1 2020, closing a stake of 1,245 shares — an estimated $405K sold.

Windsor Capital Management first reported a position in BA in Q2 2013 and held it in 23 quarters. The position peaked at $938K in Q3 2017. 1,757 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Windsor Capital Management reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Windsor Capital Management sold 1,245 Boeing shares in Q1 2020, an estimated $405K.
  • Windsor Capital Management first reported a position in Boeing in Q2 2013 and held it in 23 quarters.
  • Windsor Capital Management's Boeing position peaked at $938K in Q3 2017.
  • 1,757 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Windsor Capital Management's 13F filing for Q1 2020, filed 22 Apr 2020.