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BCWM LLC’s Parker-Hannifin PH Stock Holding History

BCWM LLC’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
2014
Q4 		– Sell
-11,284
Closed -$12.9K – 97
2014
Q3 		$12.9K Sell
11,284
-288
-2% -$34K 0.65% 60
2014
Q2 		$1.46M Buy
11,572
+2,188
+23% +$273K 0.74% 54
2014
Q1 		$1.12M Buy
+9,384
New +$1.13M 0.59% 62
2013
Q4 		– Sell
-22,258
Closed -$2.42M – 78
2013
Q3 		$2.42M Buy
22,258
+493
+2% +$50.8K 1.48% 28
2013
Q2 		$2.08M Buy
+21,765
New +$2.04M 1.26% 39

Other funds holding PH

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BCWM LLC's PH Position: Q4 2014 in Review

BCWM LLC sold out of Parker-Hannifin (PH) in Q4 2014, closing a stake of 11,284 shares — an estimated $12.9K sold.

BCWM LLC first reported a position in PH in Q2 2013 and held it in 5 quarters. The position peaked at $2.42M in Q3 2013. 569 funds tracked by Wall St. Rank hold PH as of Q4 2014.

  • BCWM LLC reported no remaining Parker-Hannifin position as of Q4 2014 after selling out during the quarter.
  • BCWM LLC sold 11,284 Parker-Hannifin shares in Q4 2014, an estimated $12.9K.
  • BCWM LLC first reported a position in Parker-Hannifin in Q2 2013 and held it in 5 quarters.
  • BCWM LLC's Parker-Hannifin position peaked at $2.42M in Q3 2013.
  • 569 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2014.

Based on BCWM LLC's 13F filing for Q4 2014, filed 13 Feb 2015.