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Peak Asset Management’s Air Products & Chemicals APD Stock Holding History

Peak Asset 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
2018
Q1 		– Sell
-1,420
Closed -$233K – 130
2017
Q4 		$233K Hold
1,420
– – 0.09% 114
2017
Q3 		$215K Sell
1,420
-305
-18% -$44.7K 0.08% 136
2017
Q2 		$247K Buy
+1,725
New +$245K 0.09% 118
2015
Q3 		– Sell
-2,108
Closed -$267K – 117
2015
Q2 		$267K Sell
2,108
-1,135
-35% -$155K 0.14% 98
2015
Q1 		$454K Sell
3,243
-162
-5% -$22.4K 0.23% 70
2014
Q4 		$454K Buy
+3,405
New +$431K 0.24% 70

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Peak Asset Management's APD Position: Q1 2018 in Review

Peak Asset Management sold out of Air Products & Chemicals (APD) in Q1 2018, closing a stake of 1,420 shares — an estimated $233K sold.

Peak Asset Management first reported a position in APD in Q4 2014 and held it in 6 quarters. The position peaked at $454K in Q1 2015. 999 funds tracked by Wall St. Rank hold APD as of Q1 2018.

  • Peak Asset Management reported no remaining Air Products & Chemicals position as of Q1 2018 after selling out during the quarter.
  • Peak Asset Management sold 1,420 Air Products & Chemicals shares in Q1 2018, an estimated $233K.
  • Peak Asset Management first reported a position in Air Products & Chemicals in Q4 2014 and held it in 6 quarters.
  • Peak Asset Management's Air Products & Chemicals position peaked at $454K in Q1 2015.
  • 999 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2018.

Based on Peak Asset Management's 13F filing for Q1 2018, filed 14 May 2018.