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Financial Partners Capital Management’s Boeing BA Stock Holding History

Financial Partners 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
2013
Q3 		– Sell
-2,958
Closed -$303K – 97
2013
Q2 		$303K Buy
+2,958
New +$281K 0.14% 78

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Partners Capital Management's BA Position: Q3 2013 in Review

Financial Partners Capital Management sold out of Boeing (BA) in Q3 2013, closing a stake of 2,958 shares — an estimated $303K sold.

Financial Partners Capital Management first reported a position in BA in Q2 2013 and held it in 1 quarter. The position peaked at $303K in Q2 2013. 1,074 funds tracked by Wall St. Rank hold BA as of Q3 2013.

  • Financial Partners Capital Management reported no remaining Boeing position as of Q3 2013 after selling out during the quarter.
  • Financial Partners Capital Management sold 2,958 Boeing shares in Q3 2013, an estimated $303K.
  • Financial Partners Capital Management first reported a position in Boeing in Q2 2013 and held it in 1 quarter.
  • Financial Partners Capital Management's Boeing position peaked at $303K in Q2 2013.
  • 1,074 funds tracked by Wall St. Rank held Boeing as of Q3 2013.

Based on Financial Partners Capital Management's 13F filing for Q3 2013, filed 15 Nov 2013.