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Winfield Associates’s GE Aerospace GE Stock Holding History

Winfield 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
2018
Q1 		– Sell
-1,632
Closed -$137K – 317
2017
Q4 		$137K Buy
1,632
+707
+76% +$67.5K 0.07% 135
2017
Q3 		$107K Sell
925
-255
-22% -$30.8K 0.06% 145
2017
Q2 		$153K Sell
1,180
-253
-18% -$34.7K 0.08% 129
2017
Q1 		$205K Sell
1,433
-238
-14% -$34.4K 0.12% 119
2016
Q4 		$253K Buy
1,671
+218
+15% +$31.7K 0.16% 104
2016
Q3 		$207K Buy
1,453
+40
+3% +$5.97K 0.13% 112
2016
Q2 		$213K Buy
1,413
+68
+5% +$9.92K 0.14% 107
2016
Q1 		$205K Buy
1,345
+311
+30% +$43.9K 0.14% 103
2015
Q4 		$154K Buy
1,034
+209
+25% +$29.7K 0.1% 114
2015
Q3 		$100K Sell
825
-105
-11% -$12.9K 0.07% 130
2015
Q2 		$118K Buy
930
+24
+3% +$3.11K 0.08% 129
2015
Q1 		$108K Sell
906
-245
-21% -$29.2K 0.08% 136
2014
Q4 		$139K Buy
1,151
+245
+27% +$30.1K 0.1% 129
2014
Q3 		$111K Sell
906
-772
-46% -$96.2K 0.08% 139
2014
Q2 		$211K Hold
1,678
– – 0.15% 114
2014
Q1 		$208K Sell
1,678
-105
-6% -$13K 0.17% 112
2013
Q4 		$239K Buy
+1,783
New +$225K 0.2% 106

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winfield Associates's GE Position: Q1 2018 in Review

Winfield Associates sold out of GE Aerospace (GE) in Q1 2018, closing a stake of 1,632 shares — an estimated $137K sold.

Winfield Associates first reported a position in GE in Q4 2013 and held it in 17 quarters. The position peaked at $253K in Q4 2016. 1,985 funds tracked by Wall St. Rank hold GE as of Q1 2018.

  • Winfield Associates reported no remaining GE Aerospace position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1,632 GE Aerospace shares in Q1 2018, an estimated $137K.
  • Winfield Associates first reported a position in GE Aerospace in Q4 2013 and held it in 17 quarters.
  • Winfield Associates's GE Aerospace position peaked at $253K in Q4 2016.
  • 1,985 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.