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FormulaFolio Investments’s Amphenol APH Stock Holding History

FormulaFolio Investments’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-77,572
Closed -$1.26M – 186
2016
Q3 		$1.26M Buy
+77,572
New +$1.18M 0.19% 43
2015
Q2 		– Sell
-49,740
Closed -$733K – 118
2015
Q1 		$733K Buy
+49,740
New +$696K 0.23% 41

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FormulaFolio Investments's APH Position: Q4 2016 in Review

FormulaFolio Investments sold out of Amphenol (APH) in Q4 2016, closing a stake of 77,572 shares — an estimated $1.26M sold.

FormulaFolio Investments first reported a position in APH in Q1 2015 and held it in 2 quarters. The position peaked at $1.26M in Q3 2016. 558 funds tracked by Wall St. Rank hold APH as of Q4 2016.

  • FormulaFolio Investments reported no remaining Amphenol position as of Q4 2016 after selling out during the quarter.
  • FormulaFolio Investments sold 77,572 Amphenol shares in Q4 2016, an estimated $1.26M.
  • FormulaFolio Investments first reported a position in Amphenol in Q1 2015 and held it in 2 quarters.
  • FormulaFolio Investments's Amphenol position peaked at $1.26M in Q3 2016.
  • 558 funds tracked by Wall St. Rank held Amphenol as of Q4 2016.

Based on FormulaFolio Investments's 13F filing for Q4 2016, filed 10 Feb 2017.