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OTA Financial Group’s Air Products & Chemicals APD Stock Holding History

OTA Financial Group’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
2016
Q4 		– Sell
-76,876
Closed -$10.7M – 55
2016
Q3 		$10.7M Buy
+76,876
New +$10.7M 9.69% 3

Other funds holding APD

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OTA Financial Group's APD Position: Q4 2016 in Review

OTA Financial Group sold out of Air Products & Chemicals (APD) in Q4 2016, closing a stake of 76,876 shares — an estimated $10.7M sold.

OTA Financial Group first reported a position in APD in Q3 2016 and held it in 1 quarter. The position peaked at $10.7M in Q3 2016. 884 funds tracked by Wall St. Rank hold APD as of Q4 2016.

  • OTA Financial Group reported no remaining Air Products & Chemicals position as of Q4 2016 after selling out during the quarter.
  • OTA Financial Group sold 76,876 Air Products & Chemicals shares in Q4 2016, an estimated $10.7M.
  • OTA Financial Group first reported a position in Air Products & Chemicals in Q3 2016 and held it in 1 quarter.
  • OTA Financial Group's Air Products & Chemicals position peaked at $10.7M in Q3 2016.
  • 884 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2016.

Based on OTA Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.