ZA
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Zweig Advisers’s Boeing BA Stock Holding History

Zweig Advisers’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
2016
Q3 		– Sell
-82,000
Closed -$11M – 7
2016
Q2 		$11M Sell
82,000
-2,000
-2% -$261K 1.87% 9
2016
Q1 		$10.7M Hold
84,000
– – 1.78% 26
2015
Q4 		$12.1M Hold
84,000
– – 2.02% 8
2015
Q3 		$11M Buy
+84,000
New +$11.7M 1.9% 17

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zweig Advisers's BA Position: Q3 2016 in Review

Zweig Advisers sold out of Boeing (BA) in Q3 2016, closing a stake of 82,000 shares — an estimated $11M sold.

Zweig Advisers first reported a position in BA in Q3 2015 and held it in 4 quarters. The position peaked at $12.1M in Q4 2015. 1,317 funds tracked by Wall St. Rank hold BA as of Q3 2016.

  • Zweig Advisers reported no remaining Boeing position as of Q3 2016 after selling out during the quarter.
  • Zweig Advisers sold 82,000 Boeing shares in Q3 2016, an estimated $11M.
  • Zweig Advisers first reported a position in Boeing in Q3 2015 and held it in 4 quarters.
  • Zweig Advisers's Boeing position peaked at $12.1M in Q4 2015.
  • 1,317 funds tracked by Wall St. Rank held Boeing as of Q3 2016.

Based on Zweig Advisers's 13F filing for Q3 2016.