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Altavista Wealth Management’s Kroger KR Stock Holding History

Altavista Wealth Management’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,371
Closed -$202K – 141
2017
Q4 		$202K Buy
+7,371
New +$172K 0.09% 143
2017
Q1 		– Sell
-7,788
Closed -$269K – 130
2016
Q4 		$269K Sell
7,788
-1,677
-18% -$54.7K 0.15% 113
2016
Q3 		$281K Buy
9,465
+355
+4% +$11.8K 0.15% 108
2016
Q2 		$335K Buy
+9,110
New +$328K 0.18% 97

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Altavista Wealth Management's KR Position: Q1 2018 in Review

Altavista Wealth Management sold out of Kroger (KR) in Q1 2018, closing a stake of 7,371 shares — an estimated $202K sold.

Altavista Wealth Management first reported a position in KR in Q2 2016 and held it in 4 quarters. The position peaked at $335K in Q2 2016. 739 funds tracked by Wall St. Rank hold KR as of Q1 2018.

  • Altavista Wealth Management reported no remaining Kroger position as of Q1 2018 after selling out during the quarter.
  • Altavista Wealth Management sold 7,371 Kroger shares in Q1 2018, an estimated $202K.
  • Altavista Wealth Management first reported a position in Kroger in Q2 2016 and held it in 4 quarters.
  • Altavista Wealth Management's Kroger position peaked at $335K in Q2 2016.
  • 739 funds tracked by Wall St. Rank held Kroger as of Q1 2018.

Based on Altavista Wealth Management's 13F filing for Q1 2018, filed 16 May 2018.