Advocacy Wealth Management Services’s Parker-Hannifin PH Stock Holding History

Advocacy Wealth Management Services’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-97	Closed	-$18K	–	154
2019 Q3	$18K	Hold	97	–	–	0.01%	100
2019 Q2	$16K	Buy	+97	New	+$16.7K	0.01%	109
2017 Q4	–	Sell	-43	Closed	-$8K	–	244
2017 Q3	$8K	Sell	43 -69	-62%	-$11.3K	﹤0.01%	212
2017 Q2	$18K	Hold	112	–	–	0.01%	143
2017 Q1	$18K	Sell	112 -39	-26%	-$5.92K	0.01%	160
2016 Q4	$21K	Sell	151 -10	-6%	-$1.33K	0.01%	141
2016 Q3	$20K	Sell	161 -200	-55%	-$23.8K	0.01%	210
2016 Q2	$39K	Sell	361 -155	-30%	-$17.4K	0.02%	173
2016 Q1	$57K	Buy	516 +370	+253%	+$37.2K	0.04%	172
2015 Q4	$14K	Buy	+146	New	+$14.8K	0.02%	311

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advocacy Wealth Management Services's PH Position: Q4 2019 in Review

Advocacy Wealth Management Services sold out of Parker-Hannifin (PH) in Q4 2019, closing a stake of 97 shares — an estimated $18K sold.

Advocacy Wealth Management Services first reported a position in PH in Q4 2015 and held it in 10 quarters. The position peaked at $57K in Q1 2016. 779 funds tracked by Wall St. Rank hold PH as of Q4 2019.

Advocacy Wealth Management Services reported no remaining Parker-Hannifin position as of Q4 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 97 Parker-Hannifin shares in Q4 2019, an estimated $18K.
Advocacy Wealth Management Services first reported a position in Parker-Hannifin in Q4 2015 and held it in 10 quarters.
Advocacy Wealth Management Services's Parker-Hannifin position peaked at $57K in Q1 2016.
779 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2019, filed 6 Jan 2020.