AIM
KG

Acrospire Investment Management’s Kestrel Group KG Stock Holding History

Acrospire Investment Management’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-449
Closed -$126K – 2391
2017
Q1 		$126K Sell
449
-239
-35% -$78.7K 0.1% 189
2016
Q4 		$240K Buy
+688
New +$211K 0.1% 245

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acrospire Investment Management's KG Position: Q2 2017 in Review

Acrospire Investment Management sold out of Kestrel Group (KG) in Q2 2017, closing a stake of 449 shares — an estimated $126K sold.

Acrospire Investment Management first reported a position in KG in Q4 2016 and held it in 2 quarters. The position peaked at $240K in Q4 2016. 158 funds tracked by Wall St. Rank hold KG as of Q2 2017.

  • Acrospire Investment Management reported no remaining Kestrel Group position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 449 Kestrel Group shares in Q2 2017, an estimated $126K.
  • Acrospire Investment Management first reported a position in Kestrel Group in Q4 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Kestrel Group position peaked at $240K in Q4 2016.
  • 158 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.