AOWM
KTWO

Alpha Omega Wealth Management’s K2M Group Holdings, Inc KTWO Stock Holding History

Alpha Omega Wealth Management’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
Q1 		– Sell
-387
Closed -$8K – 474
2016
Q4 		$8K Sell
387
-581
-60% -$11K ﹤0.01% 357
2016
Q3 		$17K Buy
+968
New +$16.2K 0.01% 149

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BlackRock
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WRF
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Alpha Omega Wealth Management's KTWO Position: Q1 2017 in Review

Alpha Omega Wealth Management sold out of K2M Group Holdings, Inc (KTWO) in Q1 2017, closing a stake of 387 shares — an estimated $8K sold.

Alpha Omega Wealth Management first reported a position in KTWO in Q3 2016 and held it in 2 quarters. The position peaked at $17K in Q3 2016. 135 funds tracked by Wall St. Rank hold KTWO as of Q1 2017.

  • Alpha Omega Wealth Management reported no remaining K2M Group Holdings, Inc position as of Q1 2017 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 387 K2M Group Holdings, Inc shares in Q1 2017, an estimated $8K.
  • Alpha Omega Wealth Management first reported a position in K2M Group Holdings, Inc in Q3 2016 and held it in 2 quarters.
  • Alpha Omega Wealth Management's K2M Group Holdings, Inc position peaked at $17K in Q3 2016.
  • 135 funds tracked by Wall St. Rank held K2M Group Holdings, Inc as of Q1 2017.

Based on Alpha Omega Wealth Management's 13F filing for Q1 2017, filed 1 May 2017.