IPC
AFAM

Independent Portfolio Consultants’s Almost Family Inc AFAM Stock Holding History

Independent Portfolio Consultants’s Portfolio AFAM Stock Details AFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$615K Sell
9,972
-1,163
-10% -$63.7K 0.26% 124
2017
Q1 		$541K Buy
+11,135
New +$532K 0.19% 199

Other funds holding AFAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Almost Family Inc (AFAM) stake by 10% in Q2 2017, selling an estimated $63.7K and leaving 9,972 shares worth $615K. The position accounts for 0.26% of the portfolio, ranked #124.

Independent Portfolio Consultants first reported a position in AFAM in Q1 2017 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold AFAM as of Q2 2017.

  • Independent Portfolio Consultants held 9,972 shares of Almost Family Inc worth $615K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,163 Almost Family Inc shares in Q2 2017, an estimated $63.7K.
  • Almost Family Inc made up 0.26% of Independent Portfolio Consultants's portfolio in Q2 2017, its #124 holding.
  • Independent Portfolio Consultants first reported a position in Almost Family Inc in Q1 2017 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Almost Family Inc as of Q2 2017.

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