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Financial Partners Capital Management Inc

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-06Fund Class: Institution

Transactions: Currently showing holdings/transactions Filed between 2009-08-08 and 2009-11-06
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

Hypotheticals

Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 
Base Value:$68,855,526Current Value:$70,096,575
Change:$1,241,04 9 Performance:1.80 %

Worst Move:Lost $-8,150 on changes made with Marsh And Mclennan Cos Inc (MMC) buying shares when price went down.
Best Move:Made $42,174 on changes made with Citigroup Inc (C) buying shares when price went up.
Best Save:Saved $-1,650 on changes made with Home Depot Inc (HD) selling shares when price went down.
Missed Move:Missed $3,670 on changes made with Abb Ltd (ABB) selling shares when price went up.

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Contact Information

360 Madison Ave,New York Ny 10017,,
Phone: 646-277-7310 Fax: Website:

Symbols

Unknown

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
13F-HR2009-11-062009-09-30edgar/data/1049650/0001049650-09-000008.txt

Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
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- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History News Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-062009-09-30 13F-HRReeds Jewlers Inc RJIUSUnknown 13,000Added More2,50023.80 %---- % News Article History of Financial Partners Capital Management Inc Ownership Of Reeds Jewlers Inc
2009-11-062009-09-30 13F-HRAb Svensk Rogers EleRJNUSUnknown 14,000Added More2,00016.66 %---- % News Article History of Financial Partners Capital Management Inc Ownership Of Ab Svensk Rogers Ele
2009-11-062009-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount 128,836Added More4500.35 %$6,602,845$6,993,218$390,3735.91 % $1,364News Article History of Financial Partners Capital Management Inc Ownership Of Wal-Mart Stores Inc
2009-11-062009-09-30 13F-HRVitesse Semiconductor CorpVTSS.OBUSSemicon Compo-Intg Circu 12,200No Change00 %---- % News Article History of Financial Partners Capital Management Inc Ownership Of Vitesse Semiconductor Corp
2009-11-062009-09-30 13F-HRUnited Parcel Service IncUPSUSTransport-Services 32,725Added More8322.60 %$1,795,294$1,882,015$86,7214.83 % $2,205News Article History of Financial Partners Capital Management Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRSt Jude Medical IncSTJUSMedical Instruments 87,010Sold Some-1,225-1.38 %$3,027,078$2,986,183$-40,895-1.35 % $576News Article History of Financial Partners Capital Management Inc Ownership Of St Jude Medical Inc
2009-11-062009-09-30 13F-HRPfizer IncPFEUSMedical-Drugs 135,525Added More1,5181.13 %$2,298,504$2,488,239$189,7358.25 % $2,125News Article History of Financial Partners Capital Management Inc Ownership Of Pfizer Inc
2009-11-062009-09-30 13F-HRPetsmart IncPETMUSRetail-Pet Food And Supplies 53,875Added More250.04 %$1,301,081$1,382,433$81,3516.25 % $38News Article History of Financial Partners Capital Management Inc Ownership Of Petsmart Inc
2009-11-062009-09-30 13F-HRMicrosoft CorpMSFTUSApplications Software 252,639Added More5060.20 %$7,205,264$7,483,167$277,9033.85 % $557News Article History of Financial Partners Capital Management Inc Ownership Of Microsoft Corp
2009-11-062009-09-30 13F-HRMarsh And Mclennan Cos IncMMCUSInsurance Brokers 10,866New Holding10,866100 %$253,395$245,246$-8,150-3.21 % $-8,150News Article History of Financial Partners Capital Management Inc Ownership Of Marsh And Mclennan Cos Inc
2009-11-062009-09-30 13F-HRMbia IncMBIUSFinancial Guarantee Ins 10,070Sold Some-1,000-9.03 %$43,805$35,144$-8,660-19.77 % $860News Article History of Financial Partners Capital Management Inc Ownership Of Mbia Inc
2009-11-062009-09-30 13F-HRKraft Foods IncKFTUSFood-Misc/Diversified 11,055New Holding11,055100 %$296,053$300,364$4,3111.45 % $4,311News Article History of Financial Partners Capital Management Inc Ownership Of Kraft Foods Inc
2009-11-062009-09-30 13F-HRJpmorgan Chase And CoJPMUSFinance-Invest Bnkr/Brkr 119,174Sold Some-1,225-1.01 %$5,181,686$5,060,128$-121,557-2.34 % $1,250News Article History of Financial Partners Capital Management Inc Ownership Of Jpmorgan Chase And Co
2009-11-062009-09-30 13F-HRIntel CorpINTCUSElectronic Compo-Semicon 63,565Added More5150.81 %$1,203,285$1,222,991$19,7051.63 % $160News Article History of Financial Partners Capital Management Inc Ownership Of Intel Corp
2009-11-062009-09-30 13F-HRHoneywell International IncHONUSDiversified Manufact Op 56,676Sold Some-800-1.39 %$2,136,685$2,155,955$19,2700.90 % $-272News Article History of Financial Partners Capital Management Inc Ownership Of Honeywell International Inc
2009-11-062009-09-30 13F-HRHome Depot IncHDUSRetail-Building Products 12,645Sold Some-1,500-10.60 %$329,782$343,691$13,9104.21 % $-1,650News Article History of Financial Partners Capital Management Inc Ownership Of Home Depot Inc
2009-11-062009-09-30 13F-HRGoogle IncGOOGUSWeb Portals/Isp 5,905Sold Some-15-0.25 %$3,254,246$3,365,614$111,3683.42 % $-283News Article History of Financial Partners Capital Management Inc Ownership Of Google Inc
2009-11-062009-09-30 13F-HRGeneral Electric CoGEUSDiversified Manufact Op 215,402Added More1,0700.49 %$3,302,113$3,358,117$56,0051.69 % $278News Article History of Financial Partners Capital Management Inc Ownership Of General Electric Co
2009-11-062009-09-30 13F-HRExxon Mobil CorpXOMUSOil Comp-Integrated 30,921Sold Some-740-2.33 %$2,244,246$2,299,904$55,6582.48 % $-1,332News Article History of Financial Partners Capital Management Inc Ownership Of Exxon Mobil Corp
2009-11-062009-09-30 13F-HRConagra Foods IncCAGUSFood-Misc/Diversified 11,878Added More1,32112.51 %$254,189$265,473$11,2844.43 % $1,255News Article History of Financial Partners Capital Management Inc Ownership Of Conagra Foods Inc
2009-11-062009-09-30 13F-HRCitigroup IncCUSFinance-Invest Bnkr/Brkr 301,240New Holding301,240100 %$1,223,034$1,265,208$42,1743.44 % $42,174News Article History of Financial Partners Capital Management Inc Ownership Of Citigroup Inc
2009-11-062009-09-30 13F-HRCisco Systems IncCSCOUSNetworking Products 156,561Sold Some-3,155-1.97 %$3,729,283$3,672,921$-56,362-1.51 % $1,136News Article History of Financial Partners Capital Management Inc Ownership Of Cisco Systems Inc
2009-11-062009-09-30 13F-HRCadence Design Systems IncCDNSUSElectronic Design Automa 94,850Added More4,3504.80 %$570,997$577,637$6,6401.16 % $305News Article History of Financial Partners Capital Management Inc Ownership Of Cadence Design Systems Inc
2009-11-062009-09-30 13F-HRCbs CorpCBSUSTelevision 12,258Added More170.13 %$155,922$157,393$1,4710.94 % $2News Article History of Financial Partners Capital Management Inc Ownership Of Cbs Corp
2009-11-062009-09-30 13F-HRBlackrock IncBLQA.BEUSInvest Mgmnt/Advis Serv 0Sold All-10,195-100 %---- % News Article History of Financial Partners Capital Management Inc Ownership Of Blackrock Inc
2009-11-062009-09-30 13F-HRBerkshire Hathaway IncBRK.AUSReinsurance 322No Change00 %---- % News Article History of Financial Partners Capital Management Inc Ownership Of Berkshire Hathaway Inc
2009-11-062009-09-30 13F-HRBaxter International IncBAXUSMedical Products 59,000Sold Some-910-1.51 %$3,252,080$3,205,470$-46,610-1.43 % $719News Article History of Financial Partners Capital Management Inc Ownership Of Baxter International Inc
2009-11-062009-09-30 13F-HRBank Of America CorpBACUSSuper-Regional Banks-Us 53,193Added More7941.51 %$800,555$855,875$55,3216.91 % $826News Article History of Financial Partners Capital Management Inc Ownership Of Bank Of America Corp
2009-11-062009-09-30 13F-HRApplied Materials IncAMATUSSemiconductor Equipment 183,901Added More1,3500.73 %$2,280,372$2,258,304$-22,068-0.96 % $-162News Article History of Financial Partners Capital Management Inc Ownership Of Applied Materials Inc
2009-11-062009-09-30 13F-HRAmerican Express CoAXPUSFinance-Credit Card 23,862Added More4,68524.43 %$887,905$976,672$88,7679.99 % $17,428News Article History of Financial Partners Capital Management Inc Ownership Of American Express Co
2009-11-062009-09-30 13F-HRAbbott LaboratoriesABTUSMedical-Drugs 5,475Sold Some-25-0.45 %$282,127$293,679$11,5524.09 % $-53News Article History of Financial Partners Capital Management Inc Ownership Of Abbott Laboratories
2009-11-062009-09-30 13F-HRVodafone Group PlcVODGBCellular Telecom 10,337New Holding10,337100 %$233,823$231,756$-2,067-0.88 % $-2,067News Article History of Financial Partners Capital Management Inc Ownership Of Vodafone Group Plc
2009-11-062009-09-30 13F-HRIntelligent Environments GroupIEV.BEGBSoftware Tools 176,648Sold Some-1,450-0.81 %---- % News Article History of Financial Partners Capital Management Inc Ownership Of Intelligent Environments Group
2009-11-062009-09-30 13F-HRPhilip Morris International IncPMUSTobacco 8,541Added More2132.55 %$417,057$424,744$7,6871.84 % $192News Article History of Financial Partners Capital Management Inc Ownership Of Philip Morris International Inc
2009-11-062009-09-30 13F-HRDiageo PlcDEODEBeverages-Wine/Spirits 36,175Added More750.20 %$2,408,532$2,458,091$49,5602.05 % $103News Article History of Financial Partners Capital Management Inc Ownership Of Diageo Plc
2009-11-062009-09-30 13F-HRIbs AgIBB.BEDEComputer Software 40,010Sold Some-225-0.55 %---- % News Article History of Financial Partners Capital Management Inc Ownership Of Ibs Ag
2009-11-062009-09-30 13F-HRAbb LtdABBDEEngineering/R And D Services 112,725Sold Some-4,475-3.81 %$2,200,392$2,107,958$-92,435-4.20 % $3,670News Article History of Financial Partners Capital Management Inc Ownership Of Abb Ltd
2009-11-062009-09-30 13F-HRProcter And Gamble CoPGCHCosmetics And Toiletries 19,693Sold Some-45-0.22 %$1,202,061$1,217,027$14,9671.24 % $-34News Article History of Financial Partners Capital Management Inc Ownership Of Procter And Gamble Co
2009-11-062009-09-30 13F-HRCoca-Cola CotheKOCHBeverages-Non-Alcoholic 5,130No Change00 %$279,534$294,872$15,3395.48 % $0News Article History of Financial Partners Capital Management Inc Ownership Of Coca-Cola Cothe
2009-11-062009-09-30 13F-HRBristol-Myers Squibb CoBMYBEMedical-Drugs 12,324Added More330.26 %$279,015$301,445$22,4308.03 % $60News Article History of Financial Partners Capital Management Inc Ownership Of Bristol-Myers Squibb Co
2009-11-062009-09-30 13F-HRWilliams Cos IncWMBBEPipelines 178,075Sold Some-725-0.40 %$3,484,928$3,534,789$49,8611.43 % $-203News Article History of Financial Partners Capital Management Inc Ownership Of Williams Cos Inc
2009-11-062009-09-30 13F-HRChevron CorpCVXBEOil Comp-Integrated 57,247Added More9051.60 %$4,438,360$4,394,852$-43,508-0.98 % $-688News Article History of Financial Partners Capital Management Inc Ownership Of Chevron Corp
Returned 42 Records!
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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
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