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AE Wealth Management’s Koppers KOP Stock Holding History

AE Wealth Management’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,798
Closed -$260K – 1213
2019
Q4 		$260K Sell
6,798
-5,266
-44% -$185K 0.01% 960
2019
Q3 		$352K Sell
12,064
-3,688
-23% -$102K 0.01% 719
2019
Q2 		$462K Buy
+15,752
New +$439K 0.01% 611

Other funds holding KOP

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AE Wealth Management's KOP Position: Q1 2020 in Review

AE Wealth Management sold out of Koppers (KOP) in Q1 2020, closing a stake of 6,798 shares — an estimated $260K sold.

AE Wealth Management first reported a position in KOP in Q2 2019 and held it in 3 quarters. The position peaked at $462K in Q2 2019. 141 funds tracked by Wall St. Rank hold KOP as of Q1 2020.

  • AE Wealth Management reported no remaining Koppers position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 6,798 Koppers shares in Q1 2020, an estimated $260K.
  • AE Wealth Management first reported a position in Koppers in Q2 2019 and held it in 3 quarters.
  • AE Wealth Management's Koppers position peaked at $462K in Q2 2019.
  • 141 funds tracked by Wall St. Rank held Koppers as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.