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WealthTrust-Arizona’s Air Products & Chemicals APD Stock Holding History

WealthTrust-Arizona’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
Q4 		$57K Hold
359
– – 0.03% 138
2018
Q3 		$60K Buy
359
+18
+5% +$2.93K 0.03% 143
2018
Q2 		$53K Hold
341
– – 0.03% 146
2018
Q1 		$54K Hold
341
– – 0.03% 150
2017
Q4 		$56K Hold
341
– – 0.03% 155
2017
Q3 		$52K Buy
+341
New +$50K 0.03% 156

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthTrust-Arizona's APD Position: Q4 2018 in Review

WealthTrust-Arizona held its Air Products & Chemicals (APD) position steady in Q4 2018 at 359 shares worth $57K. The position accounts for 0.03% of the portfolio, ranked #138.

WealthTrust-Arizona first reported a position in APD in Q3 2017 and has held it in 6 quarters since. The position peaked at $60K in Q3 2018. 1,098 funds tracked by Wall St. Rank hold APD as of Q4 2018.

  • WealthTrust-Arizona held 359 shares of Air Products & Chemicals worth $57K as of Q4 2018.
  • WealthTrust-Arizona left its Air Products & Chemicals share count unchanged in Q4 2018.
  • Air Products & Chemicals made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #138 holding.
  • WealthTrust-Arizona first reported a position in Air Products & Chemicals in Q3 2017 and has held it in 6 quarters since.
  • WealthTrust-Arizona's Air Products & Chemicals position peaked at $60K in Q3 2018.
  • 1,098 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.