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	$19.4M	Sell	115,300 -5,960	-5%	-$99.3K	1.15%	36
2016 Q3	$1.97M	Sell	121,260 -1,940	-2%	-$29.5K	1.2%	34
2016 Q2	$1.77M	Sell	123,200 -26,080	-17%	-$375K	1.1%	42
2016 Q1	$2.16M	Buy	149,280 +1,000	+0.7%	+$13K	1.39%	24
2015 Q4	$1.94M	Buy	148,280 +5,480	+4%	+$73.2K	1.3%	30
2015 Q3	$1.82M	Buy	142,800 +11,100	+8%	+$149K	1.34%	28
2015 Q2	$1.91M	Buy	131,700 +3,240	+3%	+$46.5K	1.34%	28
2015 Q1	$1.89M	Sell	128,460 -1,620	-1%	-$22.7K	1.34%	30
2014 Q4	$1.75M	Buy	130,080 +10,800	+9%	+$138K	1.24%	35
2014 Q3	$1.49M	Sell	119,280 -6,840	-5%	-$85.8K	1.11%	43
2014 Q2	$1.52M	Sell	126,120 -4,400	-3%	-$52.4K	1.13%	39
2014 Q1	$1.5M	Buy	130,520 +13,400	+11%	+$149K	1.16%	35
2013 Q4	$1.31K	Sell	117,120 -6,120	-5%	-$63.3K	0.39%	43
2013 Q3	$1.19M	Sell	123,240 -2,120	-2%	-$20.7K	1.03%	40
2013 Q2	$1.22M	Buy	+125,360	New	+$1.2M	1.16%	35

Other funds holding APH

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $60.9B AUM 15.24% 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 115,300 shares worth $19.4M. 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. 559 funds tracked by Wall St. Rank hold APH as of Q4 2016.

PacWest Financial Management held 115,300 shares of Amphenol worth $19.4M as of Q4 2016.
PacWest Financial Management sold 5,960 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.
559 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.