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

Focused 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
2019 Q2	–	Sell	-57	Closed	-$10K	–	788
2019 Q1	$10K	Hold	57	–	–	﹤0.01%	469
2018 Q4	$9K	Hold	57	–	–	﹤0.01%	473
2018 Q3	$11K	Hold	57	–	–	﹤0.01%	444
2018 Q2	$9K	Hold	57	–	–	﹤0.01%	463
2018 Q1	$10K	Hold	57	–	–	﹤0.01%	482
2017 Q4	$11K	Sell	57 -112	-66%	-$20.8K	﹤0.01%	454
2017 Q3	$30K	Buy	169 +113	+202%	+$18.6K	0.01%	298
2017 Q2	$9K	Hold	56	–	–	﹤0.01%	491
2017 Q1	$9K	Hold	56	–	–	﹤0.01%	476
2016 Q4	$8K	Buy	56 +1	+2%	+$133	﹤0.01%	495
2016 Q3	$7K	Hold	55	–	–	﹤0.01%	492
2016 Q2	$6K	Hold	55	–	–	﹤0.01%	500
2016 Q1	$6K	Buy	55 +1	+2%	+$100	﹤0.01%	462
2015 Q4	$5K	Hold	54	–	–	﹤0.01%	512
2015 Q3	$5K	Hold	54	–	–	﹤0.01%	499
2015 Q2	$6K	Hold	54	–	–	﹤0.01%	481
2015 Q1	$6K	Buy	54 +1	+2%	+$121	﹤0.01%	504
2014 Q4	$7K	Hold	53	–	–	0.01%	473
2014 Q3	$6K	Hold	53	–	–	﹤0.01%	495
2014 Q2	$7K	Hold	53	–	–	0.01%	472
2014 Q1	$6K	Buy	53 +1	+2%	+$120	0.01%	463
2013 Q4	$7K	Hold	52	–	–	0.01%	444
2013 Q3	$6K	Buy	+52	New	+$5.35K	0.01%	438

Other funds holding PH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Focused Wealth Management's PH Position: Q2 2019 in Review

Focused Wealth Management sold out of Parker-Hannifin (PH) in Q2 2019, closing a stake of 57 shares — an estimated $10K sold.

Focused Wealth Management first reported a position in PH in Q3 2013 and held it in 23 quarters. The position peaked at $30K in Q3 2017. 724 funds tracked by Wall St. Rank hold PH as of Q2 2019.

Focused Wealth Management reported no remaining Parker-Hannifin position as of Q2 2019 after selling out during the quarter.
Focused Wealth Management sold 57 Parker-Hannifin shares in Q2 2019, an estimated $10K.
Focused Wealth Management first reported a position in Parker-Hannifin in Q3 2013 and held it in 23 quarters.
Focused Wealth Management's Parker-Hannifin position peaked at $30K in Q3 2017.
724 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2019.

Based on Focused Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.