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Joel Isaacson & Co’s Agilent Technologies A Stock Holding History

Joel Isaacson & Co’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-50
Closed -$2K – 174
2016
Q4 		$2K Hold
50
– – ﹤0.01% 600
2016
Q3 		$2K Hold
50
– – ﹤0.01% 662
2016
Q2 		$2K Hold
50
– – ﹤0.01% 660
2016
Q1 		$2K Hold
50
– – ﹤0.01% 713
2015
Q4 		$2K Hold
50
– – ﹤0.01% 679
2015
Q3 		$2K Hold
50
– – ﹤0.01% 674
2015
Q2 		$2K Hold
50
– – ﹤0.01% 700
2015
Q1 		$2K Hold
50
– – ﹤0.01% 644
2014
Q4 		$2K Sell
50
-20
-29% -$807 ﹤0.01% 577
2014
Q3 		$3K Hold
70
– – ﹤0.01% 549
2014
Q2 		$3K Hold
70
– – ﹤0.01% 524
2014
Q1 		$3K Buy
+70
New +$2.88K ﹤0.01% 516

Other funds holding A

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joel Isaacson & Co's A Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Agilent Technologies (A) in Q1 2017, closing a stake of 50 shares — an estimated $2K sold.

Joel Isaacson & Co first reported a position in A in Q1 2014 and held it in 12 quarters. The position peaked at $3K in Q3 2014. 552 funds tracked by Wall St. Rank hold A as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Agilent Technologies position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 50 Agilent Technologies shares in Q1 2017, an estimated $2K.
  • Joel Isaacson & Co first reported a position in Agilent Technologies in Q1 2014 and held it in 12 quarters.
  • Joel Isaacson & Co's Agilent Technologies position peaked at $3K in Q3 2014.
  • 552 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.