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Keystone Financial Planning’s Applied Materials AMAT Stock Holding History

Keystone Financial Planning’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-29,464
Closed -$664K – 46
2014
Q2 		$664K Sell
29,464
-935
-3% -$19.1K 0.5% 36
2014
Q1 		$621K Hold
30,399
– – 0.48% 38
2013
Q4 		$537K Buy
+30,399
New +$530K 0.43% 42

Other funds holding AMAT

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Keystone Financial Planning's AMAT Position: Q3 2014 in Review

Keystone Financial Planning sold out of Applied Materials (AMAT) in Q3 2014, closing a stake of 29,464 shares — an estimated $664K sold.

Keystone Financial Planning first reported a position in AMAT in Q4 2013 and held it in 3 quarters. The position peaked at $664K in Q2 2014. 653 funds tracked by Wall St. Rank hold AMAT as of Q3 2014.

  • Keystone Financial Planning reported no remaining Applied Materials position as of Q3 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 29,464 Applied Materials shares in Q3 2014, an estimated $664K.
  • Keystone Financial Planning first reported a position in Applied Materials in Q4 2013 and held it in 3 quarters.
  • Keystone Financial Planning's Applied Materials position peaked at $664K in Q2 2014.
  • 653 funds tracked by Wall St. Rank held Applied Materials as of Q3 2014.

Based on Keystone Financial Planning's 13F filing for Q3 2014, filed 20 Oct 2014.