PacWest Financial Management’s Amphenol APH Stock Holding History

PacWest Financial Management’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
2016 Q4	$1.94M	Sell	230,600 -11,920	-5%	-$99.3K	1.15%	36
2016 Q3	$1.97M	Sell	242,520 -3,880	-2%	-$29.5K	1.2%	34
2016 Q2	$1.77M	Sell	246,400 -52,160	-17%	-$375K	1.1%	42
2016 Q1	$2.16M	Buy	298,560 +2,000	+0.7%	+$13K	1.39%	24
2015 Q4	$1.94M	Buy	296,560 +10,960	+4%	+$73.2K	1.3%	30
2015 Q3	$1.82M	Buy	285,600 +22,200	+8%	+$149K	1.34%	28
2015 Q2	$1.91M	Buy	263,400 +6,480	+3%	+$46.5K	1.34%	28
2015 Q1	$1.89M	Sell	256,920 -3,240	-1%	-$22.7K	1.34%	30
2014 Q4	$1.75M	Buy	260,160 +21,600	+9%	+$138K	1.24%	35
2014 Q3	$1.49M	Sell	238,560 -13,680	-5%	-$85.8K	1.11%	43
2014 Q2	$1.52M	Sell	252,240 -8,800	-3%	-$52.4K	1.13%	39
2014 Q1	$1.5M	Buy	261,040 +26,800	+11%	+$149K	1.16%	35
2013 Q4	$1.31M	Sell	234,240 -12,240	-5%	-$63.3K	0.39%	43
2013 Q3	$1.19M	Sell	246,480 -4,240	-2%	-$20.7K	1.03%	40
2013 Q2	$1.22M	Buy	+250,720	New	+$1.2M	1.16%	35

Other funds holding APH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

PacWest Financial Management's APH Position: Q4 2016 in Review

PacWest Financial Management reduced its Amphenol (APH) stake by 4.9% in Q4 2016, selling an estimated $99.3K and leaving 230,600 shares worth $1.94M. The position accounts for 1.15% of the portfolio, ranked #36.

PacWest Financial Management first reported a position in APH in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.16M in Q1 2016. 558 funds tracked by Wall St. Rank hold APH as of Q4 2016.

PacWest Financial Management held 230,600 shares of Amphenol worth $1.94M as of Q4 2016.
PacWest Financial Management sold 11,920 Amphenol shares in Q4 2016, an estimated $99.3K.
Amphenol made up 1.15% of PacWest Financial Management's portfolio in Q4 2016, its #36 holding.
PacWest Financial Management first reported a position in Amphenol in Q2 2013 and has held it in 15 quarters since.
PacWest Financial Management's Amphenol position peaked at $2.16M in Q1 2016.
558 funds tracked by Wall St. Rank held Amphenol as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.