PFA
APD icon

Paradigm Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-108
Closed -$12K – 91
2014
Q1 		$12K Hold
108
– – 0.01% 195
2013
Q4 		$11K Buy
+108
New +$10.9K 0.01% 211

Other funds holding APD

PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Paradigm Financial Advisors's APD Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Air Products & Chemicals (APD) in Q2 2014, closing a stake of 108 shares — an estimated $12K sold.

Paradigm Financial Advisors first reported a position in APD in Q4 2013 and held it in 2 quarters. The position peaked at $12K in Q1 2014. 773 funds tracked by Wall St. Rank hold APD as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Air Products & Chemicals position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 108 Air Products & Chemicals shares in Q2 2014, an estimated $12K.
  • Paradigm Financial Advisors first reported a position in Air Products & Chemicals in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Air Products & Chemicals position peaked at $12K in Q1 2014.
  • 773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.