JIC
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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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 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 $1.47T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return