UMA
APD icon

USA Mutuals Advisors’s Air Products & Chemicals APD Stock Holding History

USA Mutuals Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$81K – 27
2017
Q4 		$81K Buy
+500
New +$79.6K 0.04% 48

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

USA Mutuals Advisors's APD Position: Q1 2018 in Review

USA Mutuals Advisors sold out of Air Products & Chemicals (APD) in Q1 2018, closing a stake of 500 shares — an estimated $81K sold.

USA Mutuals Advisors first reported a position in APD in Q4 2017 and held it in 1 quarter. The position peaked at $81K in Q4 2017. 998 funds tracked by Wall St. Rank hold APD as of Q1 2018.

  • USA Mutuals Advisors reported no remaining Air Products & Chemicals position as of Q1 2018 after selling out during the quarter.
  • USA Mutuals Advisors sold 500 Air Products & Chemicals shares in Q1 2018, an estimated $81K.
  • USA Mutuals Advisors first reported a position in Air Products & Chemicals in Q4 2017 and held it in 1 quarter.
  • USA Mutuals Advisors's Air Products & Chemicals position peaked at $81K in Q4 2017.
  • 998 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2018.

Based on USA Mutuals Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.