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Legacy Private Trust’s Amphenol APH Stock Holding History

Legacy Private Trust’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
Q2 		– Sell
-40,680
Closed -$466K – 256
2014
Q1 		$466K Sell
40,680
-5,040
-11% -$56.1K 0.08% 148
2013
Q4 		$510K Buy
45,720
+13,960
+44% +$144K 0.09% 138
2013
Q3 		$307K Sell
31,760
-19,600
-38% -$191K 0.06% 156
2013
Q2 		$500K Buy
+51,360
New +$492K 0.12% 118

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Legacy Private Trust's APH Position: Q2 2014 in Review

Legacy Private Trust sold out of Amphenol (APH) in Q2 2014, closing a stake of 40,680 shares — an estimated $466K sold.

Legacy Private Trust first reported a position in APH in Q2 2013 and held it in 4 quarters. The position peaked at $510K in Q4 2013. 447 funds tracked by Wall St. Rank hold APH as of Q2 2014.

  • Legacy Private Trust reported no remaining Amphenol position as of Q2 2014 after selling out during the quarter.
  • Legacy Private Trust sold 40,680 Amphenol shares in Q2 2014, an estimated $466K.
  • Legacy Private Trust first reported a position in Amphenol in Q2 2013 and held it in 4 quarters.
  • Legacy Private Trust's Amphenol position peaked at $510K in Q4 2013.
  • 447 funds tracked by Wall St. Rank held Amphenol as of Q2 2014.

Based on Legacy Private Trust's 13F filing for Q2 2014, filed 15 Jul 2014.