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Valley Wealth Managers’s Agilent Technologies A Stock Holding History

Valley Wealth Managers’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
2017
Q1 		– Sell
-38
Closed -$2K – 202
2016
Q4 		$2K Hold
38
– – ﹤0.01% 217
2016
Q3 		$2K Hold
38
– – ﹤0.01% 196
2016
Q2 		$2K Buy
+38
New +$1.64K ﹤0.01% 199
2014
Q1 		– Sell
-276,717
Closed -$11.3M – 104
2013
Q4 		$11.3M Sell
276,717
-11,792
-4% -$448K 2.33% 13
2013
Q3 		$10.6M Buy
288,509
+8,203
+3% +$277K 2.31% 14
2013
Q2 		$8.57M Buy
+280,306
New +$8.71M 1.94% 29

Other funds holding A

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valley Wealth Managers's A Position: Q1 2017 in Review

Valley Wealth Managers sold out of Agilent Technologies (A) in Q1 2017, closing a stake of 38 shares — an estimated $2K sold.

Valley Wealth Managers first reported a position in A in Q2 2013 and held it in 6 quarters. The position peaked at $11.3M in Q4 2013. 552 funds tracked by Wall St. Rank hold A as of Q1 2017.

  • Valley Wealth Managers reported no remaining Agilent Technologies position as of Q1 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 38 Agilent Technologies shares in Q1 2017, an estimated $2K.
  • Valley Wealth Managers first reported a position in Agilent Technologies in Q2 2013 and held it in 6 quarters.
  • Valley Wealth Managers's Agilent Technologies position peaked at $11.3M in Q4 2013.
  • 552 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.