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Triangle Securities Wealth Management’s Parker-Hannifin PH Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-430
Closed -$41K – 311
2013
Q2 		$41K Buy
+430
New +$40.3K 0.03% 286

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Triangle Securities Wealth Management's PH Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Parker-Hannifin (PH) in Q3 2013, closing a stake of 430 shares — an estimated $41K sold.

Triangle Securities Wealth Management first reported a position in PH in Q2 2013 and held it in 1 quarter. The position peaked at $41K in Q2 2013. 518 funds tracked by Wall St. Rank hold PH as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Parker-Hannifin position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 430 Parker-Hannifin shares in Q3 2013, an estimated $41K.
  • Triangle Securities Wealth Management first reported a position in Parker-Hannifin in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Parker-Hannifin position peaked at $41K in Q2 2013.
  • 518 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.