AWA
KS

Acorn Wealth Advisors’s KapStone Paper and Pack Corp. KS Stock Holding History

Acorn Wealth Advisors’s Portfolio KS Stock Details KS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-135
Closed -$5K – 838
2018
Q1 		$5K Hold
135
– – ﹤0.01% 637
2017
Q4 		$3K Buy
+135
New +$2.98K ﹤0.01% 676

Other funds holding KS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Acorn Wealth Advisors's KS Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of KapStone Paper and Pack Corp. (KS) in Q2 2018, closing a stake of 135 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in KS in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 209 funds tracked by Wall St. Rank hold KS as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining KapStone Paper and Pack Corp. position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 135 KapStone Paper and Pack Corp. shares in Q2 2018, an estimated $5K.
  • Acorn Wealth Advisors first reported a position in KapStone Paper and Pack Corp. in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's KapStone Paper and Pack Corp. position peaked at $5K in Q1 2018.
  • 209 funds tracked by Wall St. Rank held KapStone Paper and Pack Corp. as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.