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IBEX Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-99
Closed -$15K – 93
2016
Q4 		$15K Buy
+99
New +$13.9K 0.01% 248

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IBEX Wealth Advisors's APD Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Air Products & Chemicals (APD) in Q1 2017, closing a stake of 99 shares — an estimated $15K sold.

IBEX Wealth Advisors first reported a position in APD in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 881 funds tracked by Wall St. Rank hold APD as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Air Products & Chemicals position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 99 Air Products & Chemicals shares in Q1 2017, an estimated $15K.
  • IBEX Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Air Products & Chemicals position peaked at $15K in Q4 2016.
  • 881 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.