ACG Wealth’s Kemper KMPR Stock Holding History

ACG Wealth’s Portfolio KMPR Stock Details KMPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-50,000	Closed	-$1.75M	–	201
2014 Q2	$1.75M	Hold	50,000	–	–	0.33%	83
2014 Q1	$1.94M	Hold	50,000	–	–	0.57%	52
2013 Q4	$1.88M	Buy	+50,000	New	+$1.9M	0.48%	66

Other funds holding KMPR

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ACG Wealth's KMPR Position: Q3 2014 in Review

ACG Wealth sold out of Kemper (KMPR) in Q3 2014, closing a stake of 50,000 shares — an estimated $1.75M sold.

ACG Wealth first reported a position in KMPR in Q4 2013 and held it in 3 quarters. The position peaked at $1.94M in Q1 2014. 158 funds tracked by Wall St. Rank hold KMPR as of Q3 2014.

ACG Wealth reported no remaining Kemper position as of Q3 2014 after selling out during the quarter.
ACG Wealth sold 50,000 Kemper shares in Q3 2014, an estimated $1.75M.
ACG Wealth first reported a position in Kemper in Q4 2013 and held it in 3 quarters.
ACG Wealth's Kemper position peaked at $1.94M in Q1 2014.
158 funds tracked by Wall St. Rank held Kemper as of Q3 2014.

Based on ACG Wealth's 13F filing for Q3 2014, filed 13 Nov 2014.