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Parasol Investment Management’s Air Products & Chemicals APD Stock Holding History

Parasol Investment Management’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
2017
Q1 		$40K Buy
295
+30
+11% +$4.23K 0.07% 61
2016
Q4 		$38K Buy
265
+3
+1% +$420 0.04% 106
2016
Q3 		$36K Buy
+262
New +$36.3K 0.04% 114

Other funds holding APD

Vanguard Group
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 $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Parasol Investment Management's APD Position: Q1 2017 in Review

Parasol Investment Management increased its Air Products & Chemicals (APD) stake by 11% in Q1 2017, buying an estimated $4.23K and bringing the position to 295 shares worth $40K. The position accounts for 0.07% of the portfolio, ranked #61.

Parasol Investment Management first reported a position in APD in Q3 2016 and has held it in 3 quarters since. 881 funds tracked by Wall St. Rank hold APD as of Q1 2017.

  • Parasol Investment Management held 295 shares of Air Products & Chemicals worth $40K as of Q1 2017.
  • Parasol Investment Management bought 30 Air Products & Chemicals shares in Q1 2017, an estimated $4.23K.
  • Air Products & Chemicals made up 0.07% of Parasol Investment Management's portfolio in Q1 2017, its #61 holding.
  • Parasol Investment Management first reported a position in Air Products & Chemicals in Q3 2016 and has held it in 3 quarters since.
  • 881 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.