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Independent Portfolio Consultants’s Agilent Technologies A Stock Holding History

Independent Portfolio Consultants’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$69K Buy
+1,160
New +$66.1K 0.03% 470
2016
Q4 		– Sell
-845
Closed -$40K – 815
2016
Q3 		$40K Sell
845
-2,030
-71% -$94.7K 0.01% 580
2016
Q2 		$128K Hold
2,875
– – 0.04% 410
2016
Q1 		$115K Sell
2,875
-135
-4% -$5.14K 0.03% 449
2015
Q4 		$126K Buy
3,010
+515
+21% +$19.9K 0.04% 415
2015
Q3 		$86K Buy
2,495
+680
+37% +$25.7K 0.02% 482
2015
Q2 		$70K Sell
1,815
-1,892
-51% -$78.5K 0.01% 566
2015
Q1 		$154K Buy
3,707
+322
+10% +$13K 0.03% 405
2014
Q4 		$139K Sell
3,385
-10,287
-75% -$415K 0.03% 432
2014
Q3 		$557K Sell
13,672
-3,486
-20% -$142K 0.15% 197
2014
Q2 		$705K Sell
17,158
-729
-4% -$29.3K 0.2% 144
2014
Q1 		$715K Buy
17,887
+3,851
+27% +$159K 0.23% 143
2013
Q4 		$574K Buy
14,036
+4,278
+44% +$163K 0.2% 175
2013
Q3 		$358K Sell
9,758
-63
-0.6% -$2.12K 0.14% 311
2013
Q2 		$300K Buy
+9,821
New +$305K 0.13% 326

Other funds holding A

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Portfolio Consultants's A Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Agilent Technologies (A) in Q2 2017: 1,160 shares worth $69K. The stake represents 0.03% of the portfolio and ranks #470 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in A as recently as Q3 2016.

Independent Portfolio Consultants first reported a position in A in Q2 2013 and has held it in 15 quarters since. The position peaked at $715K in Q1 2014. 589 funds tracked by Wall St. Rank hold A as of Q2 2017.

  • Independent Portfolio Consultants held 1,160 shares of Agilent Technologies worth $69K as of Q2 2017.
  • Agilent Technologies was a new Independent Portfolio Consultants position in Q2 2017.
  • Agilent Technologies made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #470 holding.
  • Independent Portfolio Consultants first reported a position in Agilent Technologies in Q2 2013 and has held it in 15 quarters since.
  • Independent Portfolio Consultants's Agilent Technologies position peaked at $715K in Q1 2014.
  • 589 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.