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McNamara Financial Services’s Boeing BA Stock Holding History

McNamara Financial Services’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
2020
Q3 		– Sell
-2,247
Closed -$412K – 49
2020
Q2 		$412K Hold
2,247
– – 0.15% 28
2020
Q1 		$335K Buy
2,247
+68
+3% +$18.6K 0.14% 30
2019
Q4 		$710K Buy
2,179
+31
+1% +$11K 0.26% 21
2019
Q3 		$782K Buy
2,148
+13
+0.6% +$4.65K 0.32% 21
2019
Q2 		$814K Buy
2,135
+10
+0.5% +$3.65K 0.34% 20
2019
Q1 		$685K Sell
2,125
-170
-7% -$65.4K 0.32% 20
2018
Q4 		$854K Hold
2,295
– – 0.36% 21
2018
Q3 		$854K Buy
2,295
+14
+0.6% +$4.92K 0.36% 21
2018
Q2 		$765K Buy
2,281
+31
+1% +$10.7K 0.34% 21
2018
Q1 		$738K Buy
2,250
+25
+1% +$8.45K 0.34% 18
2017
Q4 		$656K Buy
2,225
+12
+0.5% +$3.25K 0.3% 21
2017
Q3 		$563K Buy
2,213
+13
+0.6% +$3.03K 0.27% 18
2017
Q2 		$435K Buy
2,200
+16
+0.7% +$2.98K 0.22% 19
2017
Q1 		$386K Buy
2,184
+17
+0.8% +$2.9K 0.2% 22
2016
Q4 		$337K Buy
2,167
+15
+0.7% +$2.19K 0.19% 23
2016
Q3 		$284K Sell
2,152
-10
-0.5% -$1.32K 0.16% 23
2016
Q2 		$281K Buy
2,162
+18
+0.8% +$2.35K 0.16% 24
2016
Q1 		$272K Buy
+2,144
New +$266K 0.17% 27

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McNamara Financial Services's BA Position: Q3 2020 in Review

McNamara Financial Services sold out of Boeing (BA) in Q3 2020, closing a stake of 2,247 shares — an estimated $412K sold.

McNamara Financial Services first reported a position in BA in Q1 2016 and held it in 18 quarters. The position peaked at $854K in Q4 2018. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

  • McNamara Financial Services reported no remaining Boeing position as of Q3 2020 after selling out during the quarter.
  • McNamara Financial Services sold 2,247 Boeing shares in Q3 2020, an estimated $412K.
  • McNamara Financial Services first reported a position in Boeing in Q1 2016 and held it in 18 quarters.
  • McNamara Financial Services's Boeing position peaked at $854K in Q4 2018.
  • 1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on McNamara Financial Services's 13F filing for Q3 2020, filed 13 Oct 2020.