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Stifel Trust’s Amphenol APH Stock Holding History

Stifel Trust’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$59K Sell
4,720
-360
-7% -$4.51K 0.01% 251
2014
Q2 		$62K Sell
5,080
-3,800
-43% -$45.3K 0.01% 249
2014
Q1 		$102K Hold
8,880
– – 0.02% 216
2013
Q4 		$99K Sell
8,880
-32
-0.4% -$331 0.02% 208
2013
Q3 		$87K Hold
8,912
– – 0.02% 217
2013
Q2 		$87K Buy
+8,912
New +$85.3K 0.02% 215

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stifel Trust's APH Position: Q3 2014 in Review

Stifel Trust reduced its Amphenol (APH) stake by 7.1% in Q3 2014, selling an estimated $4.51K and leaving 4,720 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #251.

Stifel Trust first reported a position in APH in Q2 2013 and has held it in 6 quarters since. The position peaked at $102K in Q1 2014. 459 funds tracked by Wall St. Rank hold APH as of Q3 2014.

  • Stifel Trust held 4,720 shares of Amphenol worth $59K as of Q3 2014.
  • Stifel Trust sold 360 Amphenol shares in Q3 2014, an estimated $4.51K.
  • Amphenol made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #251 holding.
  • Stifel Trust first reported a position in Amphenol in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Amphenol position peaked at $102K in Q1 2014.
  • 459 funds tracked by Wall St. Rank held Amphenol as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.