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Northstar Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Northstar Wealth Partners’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
2018
Q2 		– Sell
-2,410
Closed -$383K – 185
2018
Q1 		$383K Buy
+2,410
New +$397K 0.2% 126
2017
Q3 		– Sell
-2,410
Closed -$345K – 124
2017
Q2 		$345K Hold
2,410
– – 0.32% 94
2017
Q1 		$326K Buy
+2,410
New +$340K 0.3% 96

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northstar Wealth Partners's APD Position: Q2 2018 in Review

Northstar Wealth Partners sold out of Air Products & Chemicals (APD) in Q2 2018, closing a stake of 2,410 shares — an estimated $383K sold.

Northstar Wealth Partners first reported a position in APD in Q1 2017 and held it in 3 quarters. The position peaked at $383K in Q1 2018. 1,015 funds tracked by Wall St. Rank hold APD as of Q2 2018.

  • Northstar Wealth Partners reported no remaining Air Products & Chemicals position as of Q2 2018 after selling out during the quarter.
  • Northstar Wealth Partners sold 2,410 Air Products & Chemicals shares in Q2 2018, an estimated $383K.
  • Northstar Wealth Partners first reported a position in Air Products & Chemicals in Q1 2017 and held it in 3 quarters.
  • Northstar Wealth Partners's Air Products & Chemicals position peaked at $383K in Q1 2018.
  • 1,015 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2018.

Based on Northstar Wealth Partners's 13F filing for Q2 2018, filed 14 Aug 2018.