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Mountain Capital Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Mountain Capital Investment 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
2017
Q3 		– Sell
-20
Closed -$3K – 499
2017
Q2 		$3K Buy
+20
New +$2.84K ﹤0.01% 409

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mountain Capital Investment Advisors's APD Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Air Products & Chemicals (APD) in Q3 2017, closing a stake of 20 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in APD in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 929 funds tracked by Wall St. Rank hold APD as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Air Products & Chemicals position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 20 Air Products & Chemicals shares in Q3 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Air Products & Chemicals in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Air Products & Chemicals position peaked at $3K in Q2 2017.
  • 929 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.