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RPg Family Wealth Advisory’s Air Products & Chemicals APD Stock Holding History

RPg Family Wealth Advisory’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
2016
Q3 		– Sell
-97
Closed -$12.8K – 244
2016
Q2 		$12.8K Buy
+97
New +$12.9K 0.01% 234

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State Street
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IG
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RPg Family Wealth Advisory's APD Position: Q3 2016 in Review

RPg Family Wealth Advisory sold out of Air Products & Chemicals (APD) in Q3 2016, closing a stake of 97 shares — an estimated $12.8K sold.

RPg Family Wealth Advisory first reported a position in APD in Q2 2016 and held it in 1 quarter. The position peaked at $12.8K in Q2 2016. 845 funds tracked by Wall St. Rank hold APD as of Q3 2016.

  • RPg Family Wealth Advisory reported no remaining Air Products & Chemicals position as of Q3 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 97 Air Products & Chemicals shares in Q3 2016, an estimated $12.8K.
  • RPg Family Wealth Advisory first reported a position in Air Products & Chemicals in Q2 2016 and held it in 1 quarter.
  • RPg Family Wealth Advisory's Air Products & Chemicals position peaked at $12.8K in Q2 2016.
  • 845 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2016, filed 14 Nov 2016.