Willingdon Wealth Management’s Air Products & Chemicals APD Stock Holding History

Willingdon Wealth Management’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
2020 Q1	–	Sell	-9	Closed	-$2K	–	297
2019 Q4	$2K	Sell	9 -55	-86%	-$12.4K	﹤0.01%	319
2019 Q3	$14K	Sell	64 -36	-36%	-$8.1K	﹤0.01%	229
2019 Q2	$23K	Hold	100	–	–	0.01%	202
2019 Q1	$19K	Hold	100	–	–	﹤0.01%	218
2018 Q4	$16K	Sell	100 -100	-50%	-$15.8K	﹤0.01%	246
2018 Q3	$33K	Hold	200	–	–	0.01%	230
2018 Q2	$31K	Hold	200	–	–	0.01%	213
2018 Q1	$32K	Sell	200 -25	-11%	-$4.12K	0.01%	190
2017 Q4	$37K	Buy	225 +125	+125%	+$19.9K	0.01%	170
2017 Q3	$15K	Buy	+100	New	+$14.7K	0.01%	203

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Willingdon Wealth Management's APD Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2020, closing a stake of 9 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in APD in Q3 2017 and held it in 10 quarters. The position peaked at $37K in Q4 2017. 1,190 funds tracked by Wall St. Rank hold APD as of Q1 2020.

Willingdon Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2020 after selling out during the quarter.
Willingdon Wealth Management sold 9 Air Products & Chemicals shares in Q1 2020, an estimated $2K.
Willingdon Wealth Management first reported a position in Air Products & Chemicals in Q3 2017 and held it in 10 quarters.
Willingdon Wealth Management's Air Products & Chemicals position peaked at $37K in Q4 2017.
1,190 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.