AWM
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Affinity Wealth Management’s Kennametal KMT Stock Holding History

Affinity Wealth Management’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$324K Sell
8,038
-742
-8% -$27.4K 0.2% 47
2017
Q2 		$328K Buy
8,780
+130
+2% +$5.09K 0.21% 40
2017
Q1 		$339K Buy
+8,650
New +$319K 0.19% 37

Other funds holding KMT

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Affinity Wealth Management's KMT Position: Q3 2017 in Review

Affinity Wealth Management reduced its Kennametal (KMT) stake by 8.5% in Q3 2017, selling an estimated $27.4K and leaving 8,038 shares worth $324K. The position accounts for 0.2% of the portfolio, ranked #47.

Affinity Wealth Management first reported a position in KMT in Q1 2017 and has held it in 3 quarters since. The position peaked at $339K in Q1 2017. 251 funds tracked by Wall St. Rank hold KMT as of Q3 2017.

  • Affinity Wealth Management held 8,038 shares of Kennametal worth $324K as of Q3 2017.
  • Affinity Wealth Management sold 742 Kennametal shares in Q3 2017, an estimated $27.4K.
  • Kennametal made up 0.2% of Affinity Wealth Management's portfolio in Q3 2017, its #47 holding.
  • Affinity Wealth Management first reported a position in Kennametal in Q1 2017 and has held it in 3 quarters since.
  • Affinity Wealth Management's Kennametal position peaked at $339K in Q1 2017.
  • 251 funds tracked by Wall St. Rank held Kennametal as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.