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WFG Advisors’s Air Products & Chemicals APD Stock Holding History

WFG 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
2017
Q2 		$181K Buy
1,267
+408
+47% +$58K 0.04% 389
2017
Q1 		$116K Sell
859
-208
-19% -$29.3K 0.03% 451
2016
Q4 		$154K Sell
1,067
-104
-9% -$14.6K 0.04% 435
2016
Q3 		$163K Buy
1,171
+143
+14% +$19.8K 0.04% 412
2016
Q2 		$135K Sell
1,028
-16
-2% -$2.13K 0.04% 427
2016
Q1 		$139K Sell
1,044
-98
-9% -$11.9K 0.04% 408
2015
Q4 		$137K Buy
1,142
+71
+7% +$8.94K 0.04% 386
2015
Q3 		$126K Sell
1,071
-7
-0.6% -$891 0.04% 405
2015
Q2 		$136K Sell
1,078
-16
-1% -$2.18K 0.04% 451
2015
Q1 		$153K Sell
1,094
-2,330
-68% -$322K 0.04% 418
2014
Q4 		$457K Sell
3,424
-29
-0.8% -$3.67K 0.09% 239
2014
Q3 		$416K Sell
3,453
-27
-0.8% -$3.3K 0.08% 294
2014
Q2 		$414K Buy
3,480
+180
+5% +$20.1K 0.08% 294
2014
Q1 		$363K Buy
3,300
+29
+0.9% +$3.08K 0.07% 306
2013
Q4 		$338K Buy
3,271
+239
+8% +$24.1K 0.05% 399
2013
Q3 		$299K Buy
3,032
+214
+8% +$20.3K 0.05% 394
2013
Q2 		$239K Buy
+2,818
New +$237K 0.04% 419

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WFG Advisors's APD Position: Q2 2017 in Review

WFG Advisors increased its Air Products & Chemicals (APD) stake by 47% in Q2 2017, buying an estimated $58K and bringing the position to 1,267 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #389.

WFG Advisors first reported a position in APD in Q2 2013 and has held it in 17 quarters since. The position peaked at $457K in Q4 2014. 905 funds tracked by Wall St. Rank hold APD as of Q2 2017.

  • WFG Advisors held 1,267 shares of Air Products & Chemicals worth $181K as of Q2 2017.
  • WFG Advisors bought 408 Air Products & Chemicals shares in Q2 2017, an estimated $58K.
  • Air Products & Chemicals made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #389 holding.
  • WFG Advisors first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Air Products & Chemicals position peaked at $457K in Q4 2014.
  • 905 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.