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Mark Sheptoff Financial Planning’s Textron TXT Stock Holding History

Mark Sheptoff Financial 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
2018
Q4 		– Sell
-150
Closed -$11K – 360
2018
Q3 		$11K Hold
150
– – 0.01% 285
2018
Q2 		$10K Hold
150
– – 0.01% 282
2018
Q1 		$9K Hold
150
– – 0.01% 303
2017
Q4 		$8K Hold
150
– – 0.01% 301
2017
Q3 		$8K Buy
+150
New +$7.45K 0.01% 304

Other funds holding TXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's TXT Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Textron (TXT) in Q4 2018, closing a stake of 150 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in TXT in Q3 2017 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 494 funds tracked by Wall St. Rank hold TXT as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Textron position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 150 Textron shares in Q4 2018, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in Textron in Q3 2017 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Textron position peaked at $11K in Q3 2018.
  • 494 funds tracked by Wall St. Rank held Textron as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.