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Capital Planning Advisors’s Stryker SYK Stock Holding History

Capital Planning Advisors’s Portfolio SYK Stock Details SYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,420
Closed -$450K – 146
2017
Q1 		$450K Hold
3,420
– – 0.22% 80
2016
Q4 		$410K Sell
3,420
-100
-3% -$11.5K 0.22% 76
2016
Q3 		$410K Hold
3,520
– – 0.22% 74
2016
Q2 		$422K Hold
3,520
– – 0.23% 72
2016
Q1 		$378K Hold
3,520
– – 0.18% 76
2015
Q4 		$327K Hold
3,520
– – 0.19% 81
2015
Q3 		$331K Hold
3,520
– – 0.22% 77
2015
Q2 		$336K Hold
3,520
– – 0.2% 82
2015
Q1 		$325K Hold
3,520
– – 0.23% 75
2014
Q4 		$332K Buy
+3,520
New +$312K 0.29% 69

Other funds holding SYK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Capital Planning Advisors's SYK Position: Q2 2017 in Review

Capital Planning Advisors sold out of Stryker (SYK) in Q2 2017, closing a stake of 3,420 shares — an estimated $450K sold.

Capital Planning Advisors first reported a position in SYK in Q4 2014 and held it in 10 quarters. The position peaked at $450K in Q1 2017. 1,043 funds tracked by Wall St. Rank hold SYK as of Q2 2017.

  • Capital Planning Advisors reported no remaining Stryker position as of Q2 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 3,420 Stryker shares in Q2 2017, an estimated $450K.
  • Capital Planning Advisors first reported a position in Stryker in Q4 2014 and held it in 10 quarters.
  • Capital Planning Advisors's Stryker position peaked at $450K in Q1 2017.
  • 1,043 funds tracked by Wall St. Rank held Stryker as of Q2 2017.

Based on Capital Planning Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.