M Holdings Securities’s Parker-Hannifin PH Stock Holding History

M Holdings Securities’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
2018 Q1	–	Sell	-1,030	Closed	-$206K	–	330
2017 Q4	$206K	Buy	+1,030	New	+$191K	0.06%	296
2014 Q4	–	Sell	-1,000	Closed	-$114K	–	363
2014 Q3	$114K	Buy	+1,000	New	+$118K	0.06%	258

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

M Holdings Securities's PH Position: Q1 2018 in Review

M Holdings Securities sold out of Parker-Hannifin (PH) in Q1 2018, closing a stake of 1,030 shares — an estimated $206K sold.

M Holdings Securities first reported a position in PH in Q3 2014 and held it in 2 quarters. The position peaked at $206K in Q4 2017. 725 funds tracked by Wall St. Rank hold PH as of Q1 2018.

M Holdings Securities reported no remaining Parker-Hannifin position as of Q1 2018 after selling out during the quarter.
M Holdings Securities sold 1,030 Parker-Hannifin shares in Q1 2018, an estimated $206K.
M Holdings Securities first reported a position in Parker-Hannifin in Q3 2014 and held it in 2 quarters.
M Holdings Securities's Parker-Hannifin position peaked at $206K in Q4 2017.
725 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2018.

Based on M Holdings Securities's 13F filing for Q1 2018, filed 18 May 2018.