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Torch Wealth Management’s Agilent Technologies A Stock Holding History

Torch Wealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-256
Closed -$11K – 99
2014
Q2 		$11K Hold
256
– – 0.01% 232
2014
Q1 		$10K Hold
256
– – 0.01% 256
2013
Q4 		$10K Buy
+256
New +$9.73K 0.01% 226

Other funds holding A

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Torch Wealth Management's A Position: Q3 2014 in Review

Torch Wealth Management sold out of Agilent Technologies (A) in Q3 2014, closing a stake of 256 shares — an estimated $11K sold.

Torch Wealth Management first reported a position in A in Q4 2013 and held it in 3 quarters. The position peaked at $11K in Q2 2014. 578 funds tracked by Wall St. Rank hold A as of Q3 2014.

  • Torch Wealth Management reported no remaining Agilent Technologies position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 256 Agilent Technologies shares in Q3 2014, an estimated $11K.
  • Torch Wealth Management first reported a position in Agilent Technologies in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Agilent Technologies position peaked at $11K in Q2 2014.
  • 578 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.