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Independent Portfolio Consultants’s Applied Industrial Technologies AIT Stock Holding History

Independent Portfolio Consultants’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$12K Sell
200
-510
-72% -$31.2K 0.01% 673
2017
Q1 		$44K Sell
710
-275
-28% -$17K 0.02% 574
2016
Q4 		$59K Sell
985
-10
-1% -$543 0.02% 521
2016
Q3 		$47K Sell
995
-380
-28% -$17.7K 0.01% 550
2016
Q2 		$62K Buy
+1,375
New +$61.6K 0.02% 518
2014
Q3 		– Sell
-540
Closed -$27K – 824
2014
Q2 		$27K Buy
+540
New +$26.1K 0.01% 732

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Applied Industrial Technologies (AIT) stake by 72% in Q2 2017, selling an estimated $31.2K and leaving 200 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #673.

Independent Portfolio Consultants first reported a position in AIT in Q2 2014 and has held it in 6 quarters since. The position peaked at $62K in Q2 2016. 222 funds tracked by Wall St. Rank hold AIT as of Q2 2017.

  • Independent Portfolio Consultants held 200 shares of Applied Industrial Technologies worth $12K as of Q2 2017.
  • Independent Portfolio Consultants sold 510 Applied Industrial Technologies shares in Q2 2017, an estimated $31.2K.
  • Applied Industrial Technologies made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #673 holding.
  • Independent Portfolio Consultants first reported a position in Applied Industrial Technologies in Q2 2014 and has held it in 6 quarters since.
  • Independent Portfolio Consultants's Applied Industrial Technologies position peaked at $62K in Q2 2016.
  • 222 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2017.

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