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Torch Wealth Management’s Parker-Hannifin PH Stock Holding History

Torch 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
Q3 		– Sell
-100
Closed -$13K – 198
2014
Q2 		$13K Hold
100
– – 0.01% 224
2014
Q1 		$12K Hold
100
– – 0.01% 245
2013
Q4 		$13K Buy
+100
New +$11.6K 0.01% 211

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Torch Wealth Management sold out of Parker-Hannifin (PH) in Q3 2014, closing a stake of 100 shares — an estimated $13K sold.

Torch Wealth Management first reported a position in PH in Q4 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2014. 548 funds tracked by Wall St. Rank hold PH as of Q3 2014.

  • Torch Wealth Management reported no remaining Parker-Hannifin position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 100 Parker-Hannifin shares in Q3 2014, an estimated $13K.
  • Torch Wealth Management first reported a position in Parker-Hannifin in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Parker-Hannifin position peaked at $13K in Q2 2014.
  • 548 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2014.

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