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Independent Portfolio Consultants’s Air Products & Chemicals APD Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-2,675
Closed -$362K – 786
2017
Q1 		$362K Sell
2,675
-1,450
-35% -$204K 0.13% 250
2016
Q4 		$593K Sell
4,125
-161
-4% -$22.5K 0.2% 194
2016
Q3 		$596K Buy
+4,286
New +$594K 0.19% 197
2015
Q2 		– Sell
-13
Closed -$2K – 870
2015
Q1 		$2K Buy
+13
New +$1.8K ﹤0.01% 845

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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Independent Portfolio Consultants sold out of Air Products & Chemicals (APD) in Q2 2017, closing a stake of 2,675 shares — an estimated $362K sold.

Independent Portfolio Consultants first reported a position in APD in Q1 2015 and held it in 4 quarters. The position peaked at $596K in Q3 2016. 905 funds tracked by Wall St. Rank hold APD as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Air Products & Chemicals position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,675 Air Products & Chemicals shares in Q2 2017, an estimated $362K.
  • Independent Portfolio Consultants first reported a position in Air Products & Chemicals in Q1 2015 and held it in 4 quarters.
  • Independent Portfolio Consultants's Air Products & Chemicals position peaked at $596K in Q3 2016.
  • 905 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2017.

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