AP
VAR

Appleton Partners’s Varian Medical Systems, Inc. VAR Stock Holding History

Appleton Partners’s Portfolio VAR Stock Details VAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,713
Closed -$224K – 193
2015
Q1 		$224K Sell
2,713
-85
-3% -$6.82K 0.05% 169
2014
Q4 		$212K Buy
+2,798
New +$208K 0.05% 173
2014
Q3 		– Sell
-2,804
Closed -$204K – 194
2014
Q2 		$204K Sell
2,804
-798
-22% -$57.3K 0.05% 170
2014
Q1 		$265K Sell
3,602
-549
-13% -$39.5K 0.06% 147
2013
Q4 		$283K Sell
4,151
-322
-7% -$21.4K 0.07% 140
2013
Q3 		$293K Sell
4,473
-570
-11% -$36.1K 0.08% 129
2013
Q2 		$298K Buy
+5,043
New +$302K 0.09% 117

Other funds holding VAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Appleton Partners's VAR Position: Q2 2015 in Review

Appleton Partners sold out of Varian Medical Systems, Inc. (VAR) in Q2 2015, closing a stake of 2,713 shares — an estimated $224K sold.

Appleton Partners first reported a position in VAR in Q2 2013 and held it in 7 quarters. The position peaked at $298K in Q2 2013. 531 funds tracked by Wall St. Rank hold VAR as of Q2 2015.

  • Appleton Partners reported no remaining Varian Medical Systems, Inc. position as of Q2 2015 after selling out during the quarter.
  • Appleton Partners sold 2,713 Varian Medical Systems, Inc. shares in Q2 2015, an estimated $224K.
  • Appleton Partners first reported a position in Varian Medical Systems, Inc. in Q2 2013 and held it in 7 quarters.
  • Appleton Partners's Varian Medical Systems, Inc. position peaked at $298K in Q2 2013.
  • 531 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q2 2015.

Based on Appleton Partners's 13F filing for Q2 2015, filed 15 Jul 2015.