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Ancora Family Wealth Advisors’s Kohl's KSS Stock Holding History

Ancora Family Wealth Advisors’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-11,922
Closed -$568K – 183
2015
Q4 		$568K Buy
11,922
+2,385
+25% +$110K 0.24% 116
2015
Q3 		$442K Buy
+9,537
New +$536K 0.18% 129

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ancora Family Wealth Advisors's KSS Position: Q1 2016 in Review

Ancora Family Wealth Advisors sold out of Kohl's (KSS) in Q1 2016, closing a stake of 11,922 shares — an estimated $568K sold.

Ancora Family Wealth Advisors first reported a position in KSS in Q3 2015 and held it in 2 quarters. The position peaked at $568K in Q4 2015. 564 funds tracked by Wall St. Rank hold KSS as of Q1 2016.

  • Ancora Family Wealth Advisors reported no remaining Kohl's position as of Q1 2016 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 11,922 Kohl's shares in Q1 2016, an estimated $568K.
  • Ancora Family Wealth Advisors first reported a position in Kohl's in Q3 2015 and held it in 2 quarters.
  • Ancora Family Wealth Advisors's Kohl's position peaked at $568K in Q4 2015.
  • 564 funds tracked by Wall St. Rank held Kohl's as of Q1 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.