AR
KTWO

Advisory Research’s K2M Group Holdings, Inc KTWO Stock Holding History

Advisory Research’s Portfolio KTWO Stock Details KTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-88,018
Closed -$2.14M – 489
2017
Q2 		$2.14M Sell
88,018
-28,548
-24% -$635K 0.03% 212
2017
Q1 		$2.39M Buy
116,566
+9,424
+9% +$193K 0.04% 229
2016
Q4 		$2.15M Buy
+107,142
New +$2.04M 0.03% 207

Other funds holding KTWO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Advisory Research's KTWO Position: Q3 2017 in Review

Advisory Research sold out of K2M Group Holdings, Inc (KTWO) in Q3 2017, closing a stake of 88,018 shares — an estimated $2.14M sold.

Advisory Research first reported a position in KTWO in Q4 2016 and held it in 3 quarters. The position peaked at $2.39M in Q1 2017. 148 funds tracked by Wall St. Rank hold KTWO as of Q3 2017.

  • Advisory Research reported no remaining K2M Group Holdings, Inc position as of Q3 2017 after selling out during the quarter.
  • Advisory Research sold 88,018 K2M Group Holdings, Inc shares in Q3 2017, an estimated $2.14M.
  • Advisory Research first reported a position in K2M Group Holdings, Inc in Q4 2016 and held it in 3 quarters.
  • Advisory Research's K2M Group Holdings, Inc position peaked at $2.39M in Q1 2017.
  • 148 funds tracked by Wall St. Rank held K2M Group Holdings, Inc as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.