Private Ocean’s Parker-Hannifin PH Stock Holding History

Private Ocean’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-12	Closed	-$2K	–	218
2013 Q4	$2K	Buy	+12	New	+$1.4K	﹤0.01%	192

Other funds holding PH

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return

Private Ocean's PH Position: Q1 2014 in Review

Private Ocean sold out of Parker-Hannifin (PH) in Q1 2014, closing a stake of 12 shares — an estimated $2K sold.

Private Ocean first reported a position in PH in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 574 funds tracked by Wall St. Rank hold PH as of Q1 2014.

Private Ocean reported no remaining Parker-Hannifin position as of Q1 2014 after selling out during the quarter.
Private Ocean sold 12 Parker-Hannifin shares in Q1 2014, an estimated $2K.
Private Ocean first reported a position in Parker-Hannifin in Q4 2013 and held it in 1 quarter.
Private Ocean's Parker-Hannifin position peaked at $2K in Q4 2013.
574 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2014.

Based on Private Ocean's 13F filing for Q1 2014, filed 25 Apr 2014.