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Capital Wealth Planning’s Textron TXT Stock Holding History

Capital Wealth Planning’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-8,435
Closed -$323K – 153
2014
Q2 		$323K Hold
8,435
– – 0.12% 94
2014
Q1 		$331K Buy
+8,435
New +$315K 0.14% 88
2013
Q4 		– Sell
-8,435
Closed -$233K – 135
2013
Q3 		$233K Buy
+8,435
New +$235K 0.1% 120

Other funds holding TXT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Wealth Planning's TXT Position: Q3 2014 in Review

Capital Wealth Planning sold out of Textron (TXT) in Q3 2014, closing a stake of 8,435 shares — an estimated $323K sold.

Capital Wealth Planning first reported a position in TXT in Q3 2013 and held it in 3 quarters. The position peaked at $331K in Q1 2014. 381 funds tracked by Wall St. Rank hold TXT as of Q3 2014.

  • Capital Wealth Planning reported no remaining Textron position as of Q3 2014 after selling out during the quarter.
  • Capital Wealth Planning sold 8,435 Textron shares in Q3 2014, an estimated $323K.
  • Capital Wealth Planning first reported a position in Textron in Q3 2013 and held it in 3 quarters.
  • Capital Wealth Planning's Textron position peaked at $331K in Q1 2014.
  • 381 funds tracked by Wall St. Rank held Textron as of Q3 2014.

Based on Capital Wealth Planning's 13F filing for Q3 2014, filed 17 Nov 2014.