Independent Portfolio Consultants’s Ametek AME Stock Holding History

Independent Portfolio Consultants’s Portfolio AME Stock Details AME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$133K	Sell	2,203 -1,232	-36%	-$72.6K	0.06%	370
2017 Q1	$186K	Sell	3,435 -1,280	-27%	-$67.5K	0.06%	340
2016 Q4	$229K	Buy	4,715 +1,215	+35%	+$57.6K	0.08%	295
2016 Q3	$167K	Buy	+3,500	New	+$167K	0.05%	369
2015 Q3	–	Sell	-253	Closed	-$14K	–	785
2015 Q2	$14K	Sell	253 -3,714	-94%	-$199K	﹤0.01%	739
2015 Q1	$208K	Sell	3,967 -1,591	-29%	-$81.4K	0.04%	348
2014 Q4	$293K	Sell	5,558 -3,420	-38%	-$174K	0.06%	315
2014 Q3	$451K	Buy	8,978 +1,180	+15%	+$61.3K	0.12%	247
2014 Q2	$408K	Sell	7,798 -235	-3%	-$12.3K	0.11%	310
2014 Q1	$413K	Sell	8,033 -6,521	-45%	-$338K	0.13%	297
2013 Q4	$767K	Buy	14,554 +3,455	+31%	+$167K	0.27%	108
2013 Q3	$511K	Sell	11,099 -2,755	-20%	-$124K	0.2%	197
2013 Q2	$586K	Buy	+13,854	New	+$579K	0.26%	129

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Ametek (AME) stake by 36% in Q2 2017, selling an estimated $72.6K and leaving 2,203 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #370.

Independent Portfolio Consultants first reported a position in AME in Q2 2013 and has held it in 13 quarters since. The position peaked at $767K in Q4 2013. 502 funds tracked by Wall St. Rank hold AME as of Q2 2017.

Independent Portfolio Consultants held 2,203 shares of Ametek worth $133K as of Q2 2017.
Independent Portfolio Consultants sold 1,232 Ametek shares in Q2 2017, an estimated $72.6K.
Ametek made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #370 holding.
Independent Portfolio Consultants first reported a position in Ametek in Q2 2013 and has held it in 13 quarters since.
Independent Portfolio Consultants's Ametek position peaked at $767K in Q4 2013.
502 funds tracked by Wall St. Rank held Ametek as of Q2 2017.

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