AWM
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AllSquare Wealth Management’s Amphenol APH Stock Holding History

AllSquare Wealth Management’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,400
Closed -$40K – 367
2016
Q4 		$40K Hold
2,400
– – 0.04% 151
2016
Q3 		$39K Hold
2,400
– – 0.04% 135
2016
Q2 		$34K Hold
2,400
– – 0.03% 136
2016
Q1 		$35K Hold
2,400
– – 0.03% 133
2015
Q4 		$31K Buy
2,400
+424
+21% +$5.67K 0.03% 141
2015
Q3 		$25K Buy
+1,976
New +$26.5K 0.03% 152

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllSquare Wealth Management's APH Position: Q1 2017 in Review

AllSquare Wealth Management sold out of Amphenol (APH) in Q1 2017, closing a stake of 2,400 shares — an estimated $40K sold.

AllSquare Wealth Management first reported a position in APH in Q3 2015 and held it in 6 quarters. The position peaked at $40K in Q4 2016. 546 funds tracked by Wall St. Rank hold APH as of Q1 2017.

  • AllSquare Wealth Management reported no remaining Amphenol position as of Q1 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 2,400 Amphenol shares in Q1 2017, an estimated $40K.
  • AllSquare Wealth Management first reported a position in Amphenol in Q3 2015 and held it in 6 quarters.
  • AllSquare Wealth Management's Amphenol position peaked at $40K in Q4 2016.
  • 546 funds tracked by Wall St. Rank held Amphenol as of Q1 2017.

Based on AllSquare Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.