KFA
APD icon

Kelleher Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Kelleher Financial Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,622
Closed -$226K – 121
2015
Q1 		$226K Sell
1,622
-324
-17% -$44.8K 0.12% 104
2014
Q4 		$259K Sell
1,946
-432
-18% -$54.6K 0.14% 97
2014
Q3 		$296K Sell
2,378
-433
-15% -$52.9K 0.16% 88
2014
Q2 		$334K Sell
2,811
-1,081
-28% -$121K 0.17% 83
2014
Q1 		$428K Sell
3,892
-432
-10% -$45.8K 0.23% 70
2013
Q4 		$447K Hold
4,324
– – 0.23% 69
2013
Q3 		$426K Hold
4,324
– – 0.24% 67
2013
Q2 		$366K Buy
+4,324
New +$363K 0.22% 69

Other funds holding APD

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return