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Advisor Group’s Kewaunee Scientific KEQU Stock Holding History

Advisor Group’s Portfolio KEQU Stock Details KEQU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,474
Closed -$60K – 4743
2016
Q4 		$60K Buy
2,474
+113
+5% +$2.66K ﹤0.01% 2464
2016
Q3 		$56K Buy
+2,361
New +$52.1K ﹤0.01% 2450

Other funds holding KEQU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Advisor Group's KEQU Position: Q1 2017 in Review

Advisor Group sold out of Kewaunee Scientific (KEQU) in Q1 2017, closing a stake of 2,474 shares — an estimated $60K sold.

Advisor Group first reported a position in KEQU in Q3 2016 and held it in 2 quarters. The position peaked at $60K in Q4 2016. 28 funds tracked by Wall St. Rank hold KEQU as of Q1 2017.

  • Advisor Group reported no remaining Kewaunee Scientific position as of Q1 2017 after selling out during the quarter.
  • Advisor Group sold 2,474 Kewaunee Scientific shares in Q1 2017, an estimated $60K.
  • Advisor Group first reported a position in Kewaunee Scientific in Q3 2016 and held it in 2 quarters.
  • Advisor Group's Kewaunee Scientific position peaked at $60K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held Kewaunee Scientific as of Q1 2017.

Based on Advisor Group's 13F filing for Q1 2017, filed 15 May 2017.