KCS Wealth Advisory’s Parker-Hannifin PH Stock Holding History

KCS Wealth Advisory’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-538	Closed	-$97.2K	–	336
2019 Q3	$97.2K	Buy	+538	New	+$91.5K	0.07%	197

Other funds holding PH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCS Wealth Advisory's PH Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Parker-Hannifin (PH) in Q4 2019, closing a stake of 538 shares — an estimated $97.2K sold.

KCS Wealth Advisory first reported a position in PH in Q3 2019 and held it in 1 quarter. The position peaked at $97.2K in Q3 2019. 779 funds tracked by Wall St. Rank hold PH as of Q4 2019.

KCS Wealth Advisory reported no remaining Parker-Hannifin position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 538 Parker-Hannifin shares in Q4 2019, an estimated $97.2K.
KCS Wealth Advisory first reported a position in Parker-Hannifin in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Parker-Hannifin position peaked at $97.2K in Q3 2019.
779 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.