Wintrust Investments’s Parker-Hannifin PH Stock Holding History

Wintrust Investments’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
2018 Q1	–	Sell	-5,420	Closed	-$1.08M	–	284
2017 Q4	$1.08M	Sell	5,420 -275	-5%	-$51.1K	0.25%	91
2017 Q3	$997K	Hold	5,695	–	–	0.25%	92
2017 Q2	$910K	Sell	5,695 -15	-0.3%	-$2.38K	0.24%	102
2017 Q1	$915K	Buy	+5,710	New	+$867K	0.26%	90

Other funds holding PH

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wintrust Investments's PH Position: Q1 2018 in Review

Wintrust Investments sold out of Parker-Hannifin (PH) in Q1 2018, closing a stake of 5,420 shares — an estimated $1.08M sold.

Wintrust Investments first reported a position in PH in Q1 2017 and held it in 4 quarters. The position peaked at $1.08M in Q4 2017. 725 funds tracked by Wall St. Rank hold PH as of Q1 2018.

Wintrust Investments reported no remaining Parker-Hannifin position as of Q1 2018 after selling out during the quarter.
Wintrust Investments sold 5,420 Parker-Hannifin shares in Q1 2018, an estimated $1.08M.
Wintrust Investments first reported a position in Parker-Hannifin in Q1 2017 and held it in 4 quarters.
Wintrust Investments's Parker-Hannifin position peaked at $1.08M in Q4 2017.
725 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2018.

Based on Wintrust Investments's 13F filing for Q1 2018, filed 3 May 2018.