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Asset Planning Services (Pennsylvania)’s Kroger KR Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q3 		– Sell
-426
Closed -$10K – 306
2017
Q2 		$10K Hold
426
– – 0.01% 226
2017
Q1 		$13K Hold
426
– – 0.01% 208
2016
Q4 		$15K Hold
426
– – 0.01% 180
2016
Q3 		$13K Hold
426
– – 0.01% 179
2016
Q2 		$16K Hold
426
– – 0.01% 178
2016
Q1 		$16K Hold
426
– – 0.01% 175
2015
Q4 		$18K Hold
426
– – 0.02% 137
2015
Q3 		$15K Hold
426
– – 0.02% 136
2015
Q2 		$15K Buy
+426
New +$15.5K 0.01% 161

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return