Cobiz Wealth’s Air Products & Chemicals APD Stock Holding History

Cobiz Wealth’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-14	Closed	-$1K	–	138
2013 Q2	$1K	Buy	+14	New	+$1.18K	﹤0.01%	387

Other funds holding APD

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cobiz Wealth's APD Position: Q3 2013 in Review

Cobiz Wealth sold out of Air Products & Chemicals (APD) in Q3 2013, closing a stake of 14 shares — an estimated $1K sold.

Cobiz Wealth first reported a position in APD in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 699 funds tracked by Wall St. Rank hold APD as of Q3 2013.

Cobiz Wealth reported no remaining Air Products & Chemicals position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 14 Air Products & Chemicals shares in Q3 2013, an estimated $1K.
Cobiz Wealth first reported a position in Air Products & Chemicals in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Air Products & Chemicals position peaked at $1K in Q2 2013.
699 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.