WFG Advisors’s Parker-Hannifin PH Stock Holding History

WFG Advisors’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
2017 Q2	$86K	Buy	538 +21	+4%	+$3.33K	0.02%	562
2017 Q1	$83K	Hold	517	–	–	0.02%	539
2016 Q4	$72K	Sell	517 -76	-13%	-$10.1K	0.02%	625
2016 Q3	$74K	Hold	593	–	–	0.02%	609
2016 Q2	$64K	Buy	593 +1	+0.2%	+$112	0.02%	625
2016 Q1	$66K	Buy	592 +57	+11%	+$5.73K	0.02%	590
2015 Q4	$52K	Buy	535 +1	+0.2%	+$101	0.02%	649
2015 Q3	$52K	Sell	534 -18	-3%	-$1.96K	0.02%	629
2015 Q2	$64K	Hold	552	–	–	0.02%	654
2015 Q1	$66K	Sell	552 -30	-5%	-$3.64K	0.02%	656
2014 Q4	$75K	Sell	582 -242	-29%	-$29.7K	0.02%	733
2014 Q3	$94K	Sell	824 -19	-2%	-$2.24K	0.02%	690
2014 Q2	$106K	Sell	843 -25	-3%	-$3.12K	0.02%	640
2014 Q1	$104K	Hold	868	–	–	0.02%	627
2013 Q4	$112K	Hold	868	–	–	0.02%	701
2013 Q3	$94K	Buy	868 +1	+0.1%	+$103	0.01%	717
2013 Q2	$83K	Buy	+867	New	+$81.3K	0.01%	726

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's PH Position: Q2 2017 in Review

WFG Advisors increased its Parker-Hannifin (PH) stake by 4.1% in Q2 2017, buying an estimated $3.33K and bringing the position to 538 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #562.

WFG Advisors first reported a position in PH in Q2 2013 and has held it in 17 quarters since. The position peaked at $112K in Q4 2013. 667 funds tracked by Wall St. Rank hold PH as of Q2 2017.

WFG Advisors held 538 shares of Parker-Hannifin worth $86K as of Q2 2017.
WFG Advisors bought 21 Parker-Hannifin shares in Q2 2017, an estimated $3.33K.
Parker-Hannifin made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #562 holding.
WFG Advisors first reported a position in Parker-Hannifin in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Parker-Hannifin position peaked at $112K in Q4 2013.
667 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2017.

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