Partnervest Advisory Services’s Air Products & Chemicals APD Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$489K	Buy	1,642 +584	+55%	+$168K	0.16%	117
2020 Q2	$255K	Buy	+1,058	New	+$242K	0.1%	167
2014 Q3	–	Sell	-349	Closed	-$42K	–	188
2014 Q2	$42K	Hold	349	–	–	0.02%	393
2014 Q1	$38K	Buy	349 +54	+18%	+$5.73K	0.02%	374
2013 Q4	$31K	Hold	295	–	–	0.01%	394
2013 Q3	$29K	Sell	295 -175	-37%	-$16.6K	0.01%	373
2013 Q2	$40K	Buy	+470	New	+$39.5K	0.02%	276

Other funds holding APD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Partnervest Advisory Services's APD Position: Q3 2020 in Review

Partnervest Advisory Services increased its Air Products & Chemicals (APD) stake by 55% in Q3 2020, buying an estimated $168K and bringing the position to 1,642 shares worth $489K. The position accounts for 0.16% of the portfolio, ranked #117.

Partnervest Advisory Services first reported a position in APD in Q2 2013 and has held it in 7 quarters since. 1,335 funds tracked by Wall St. Rank hold APD as of Q3 2020.

Partnervest Advisory Services held 1,642 shares of Air Products & Chemicals worth $489K as of Q3 2020.
Partnervest Advisory Services bought 584 Air Products & Chemicals shares in Q3 2020, an estimated $168K.
Air Products & Chemicals made up 0.16% of Partnervest Advisory Services's portfolio in Q3 2020, its #117 holding.
Partnervest Advisory Services first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 7 quarters since.
1,335 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.