APP
KMT icon

Avantax Planning Partners’s Kennametal KMT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-84
Closed -$4K – 779
2018
Q3 		$4K Buy
+84
New +$3.33K ﹤0.01% 1174
2018
Q2 		– Sell
-87
Closed -$3K – 888
2018
Q1 		$3K Buy
+87
New +$3.97K ﹤0.01% 1519

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's KMT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Kennametal (KMT) in Q4 2018, closing a stake of 84 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in KMT in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 263 funds tracked by Wall St. Rank hold KMT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Kennametal position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 84 Kennametal shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Kennametal in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Kennametal position peaked at $4K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held Kennametal as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.