AllSquare Wealth Management’s Parker-Hannifin PH Stock Holding History

AllSquare Wealth Management’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
2018 Q2	–	Sell	-188	Closed	-$32K	–	509
2018 Q1	$32K	Buy	188 +20	+12%	+$3.79K	0.03%	200
2017 Q4	$34K	Sell	168 -8	-5%	-$1.49K	0.03%	183
2017 Q3	$31K	Sell	176 -14	-7%	-$2.3K	0.03%	187
2017 Q2	$30K	Buy	+190	New	+$30.1K	0.03%	93

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllSquare Wealth Management's PH Position: Q2 2018 in Review

AllSquare Wealth Management sold out of Parker-Hannifin (PH) in Q2 2018, closing a stake of 188 shares — an estimated $32K sold.

AllSquare Wealth Management first reported a position in PH in Q2 2017 and held it in 4 quarters. The position peaked at $34K in Q4 2017. 677 funds tracked by Wall St. Rank hold PH as of Q2 2018.

AllSquare Wealth Management reported no remaining Parker-Hannifin position as of Q2 2018 after selling out during the quarter.
AllSquare Wealth Management sold 188 Parker-Hannifin shares in Q2 2018, an estimated $32K.
AllSquare Wealth Management first reported a position in Parker-Hannifin in Q2 2017 and held it in 4 quarters.
AllSquare Wealth Management's Parker-Hannifin position peaked at $34K in Q4 2017.
677 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2018.

Based on AllSquare Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.