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Independent Portfolio Consultants’s SAP SAP Stock Holding History

Independent Portfolio Consultants’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$566K Sell
5,407
-1,253
-19% -$129K 0.23% 139
2017
Q1 		$654K Sell
6,660
-1,085
-14% -$101K 0.23% 153
2016
Q4 		$669K Sell
7,745
-145
-2% -$12.5K 0.22% 168
2016
Q3 		$717K Buy
7,890
+365
+5% +$31.4K 0.22% 157
2016
Q2 		$565K Buy
7,525
+125
+2% +$9.81K 0.18% 199
2016
Q1 		$595K Sell
7,400
-200
-3% -$15.6K 0.17% 184
2015
Q4 		$601K Sell
7,600
-11,665
-61% -$897K 0.18% 169
2015
Q3 		$1.25M Buy
19,265
+13,430
+230% +$927K 0.27% 115
2015
Q2 		$410K Buy
5,835
+1,523
+35% +$113K 0.08% 273
2015
Q1 		$311K Buy
4,312
+1,417
+49% +$96.9K 0.06% 298
2014
Q4 		$202K Sell
2,895
-9,880
-77% -$679K 0.04% 373
2014
Q3 		$922K Buy
12,775
+6,740
+112% +$524K 0.25% 97
2014
Q2 		$465K Sell
6,035
-335
-5% -$26K 0.13% 254
2014
Q1 		$517K Buy
+6,370
New +$505K 0.16% 215

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its SAP (SAP) stake by 19% in Q2 2017, selling an estimated $129K and leaving 5,407 shares worth $566K. The position accounts for 0.23% of the portfolio, ranked #139.

Independent Portfolio Consultants first reported a position in SAP in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.25M in Q3 2015. 360 funds tracked by Wall St. Rank hold SAP as of Q2 2017.

  • Independent Portfolio Consultants held 5,407 shares of SAP worth $566K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,253 SAP shares in Q2 2017, an estimated $129K.
  • SAP made up 0.23% of Independent Portfolio Consultants's portfolio in Q2 2017, its #139 holding.
  • Independent Portfolio Consultants first reported a position in SAP in Q1 2014 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's SAP position peaked at $1.25M in Q3 2015.
  • 360 funds tracked by Wall St. Rank held SAP as of Q2 2017.

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