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Smith & Howard Wealth Management’s Parker-Hannifin PH Stock Holding History

Smith & Howard Wealth Management’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
-6
Closed -$1K – 171
2013
Q4 		$1K Hold
6
– – ﹤0.01% 242
2013
Q3 		$1K Hold
6
– – ﹤0.01% 249
2013
Q2 		$1K Buy
+6
New +$562 ﹤0.01% 224

Other funds holding PH

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
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

Smith & Howard Wealth Management's PH Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Parker-Hannifin (PH) in Q1 2014, closing a stake of 6 shares — an estimated $1K sold.

Smith & Howard Wealth Management first reported a position in PH in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 574 funds tracked by Wall St. Rank hold PH as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Parker-Hannifin position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 6 Parker-Hannifin shares in Q1 2014, an estimated $1K.
  • Smith & Howard Wealth Management first reported a position in Parker-Hannifin in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Parker-Hannifin position peaked at $1K in Q4 2013.
  • 574 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.