Kames Capital Management’s Amphenol APH Stock Holding History

Kames Capital Management’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$5.98M	Sell	444,484 -20,164	-4%	-$258K	0.18%	70
2014 Q3	$5.8M	Sell	464,648 -4,400	-0.9%	-$55.2K	0.18%	80
2014 Q2	$5.65M	Buy	469,048 +75,144	+19%	+$895K	0.18%	78
2014 Q1	$4.51M	Hold	393,904	–	–	0.14%	82
2013 Q4	$4.39M	Hold	393,904	–	–	0.15%	77
2013 Q3	$3.81M	Hold	393,904	–	–	0.12%	86
2013 Q2	$3.84M	Buy	+393,904	New	+$3.77M	0.14%	82

Other funds holding APH

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Kames Capital Management's APH Position: Q4 2014 in Review

Kames Capital Management reduced its Amphenol (APH) stake by 4.3% in Q4 2014, selling an estimated $258K and leaving 444,484 shares worth $5.98M. The position accounts for 0.18% of the portfolio, ranked #70.

Kames Capital Management first reported a position in APH in Q2 2013 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold APH as of Q4 2014.

Kames Capital Management held 444,484 shares of Amphenol worth $5.98M as of Q4 2014.
Kames Capital Management sold 20,164 Amphenol shares in Q4 2014, an estimated $258K.
Amphenol made up 0.18% of Kames Capital Management's portfolio in Q4 2014, its #70 holding.
Kames Capital Management first reported a position in Amphenol in Q2 2013 and has held it in 7 quarters since.
474 funds tracked by Wall St. Rank held Amphenol as of Q4 2014.

Based on Kames Capital Management's 13F filing for Q4 2014, filed 3 Feb 2015.