Independent Portfolio Consultants’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$180K Buy
1,124
+479
+74% +$75.9K 0.07% 310
2017
Q1
$103K Sell
645
-165
-20% -$25K 0.04% 445
2016
Q4
$113K Buy
810
+65
+9% +$8.64K 0.04% 423
2016
Q3
$94K Sell
745
-100
-12% -$11.9K 0.03% 456
2016
Q2
$91K Buy
+845
New +$94.7K 0.03% 461
2015
Q3
Sell
-1,350
Closed -$157K 848
2015
Q2
$157K Sell
1,350
-184
-12% -$22.2K 0.03% 409
2015
Q1
$182K Sell
1,534
-676
-31% -$81.9K 0.04% 382
2014
Q4
$285K Sell
2,210
-3,900
-64% -$478K 0.06% 318
2014
Q3
$697K Sell
6,110
-2,455
-29% -$289K 0.19% 149
2014
Q2
$1.08M Buy
8,565
+65
+0.8% +$8.1K 0.3% 79
2014
Q1
$1.02M Sell
8,500
-2,220
-21% -$266K 0.32% 81
2013
Q4
$1.38M Buy
10,720
+985
+10% +$114K 0.48% 35
2013
Q3
$1.06M Sell
9,735
-150
-2% -$15.4K 0.42% 46
2013
Q2
$943K Buy
+9,885
New +$927K 0.42% 41

Other funds holding PH

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

Independent Portfolio Consultants increased its Parker-Hannifin (PH) stake by 74% in Q2 2017, buying an estimated $75.9K and bringing the position to 1,124 shares worth $180K. The position accounts for 0.07% of the portfolio, ranked #310.

Independent Portfolio Consultants first reported a position in PH in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2013. 667 funds tracked by Wall St. Rank hold PH as of Q2 2017.

  • Independent Portfolio Consultants held 1,124 shares of Parker-Hannifin worth $180K as of Q2 2017.
  • Independent Portfolio Consultants bought 479 Parker-Hannifin shares in Q2 2017, an estimated $75.9K.
  • Parker-Hannifin made up 0.07% of Independent Portfolio Consultants's portfolio in Q2 2017, its #310 holding.
  • Independent Portfolio Consultants first reported a position in Parker-Hannifin in Q2 2013 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's Parker-Hannifin position peaked at $1.38M in Q4 2013.
  • 667 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2017.

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