AWE
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Avidian Wealth Enterprises’s Kroger KR Stock Holding History

Avidian Wealth Enterprises’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
2016
Q2 		– Sell
-6,358
Closed -$243K – 76
2016
Q1 		$243K Buy
+6,358
New +$245K 0.13% 60

Other funds holding KR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Avidian Wealth Enterprises's KR Position: Q2 2016 in Review

Avidian Wealth Enterprises sold out of Kroger (KR) in Q2 2016, closing a stake of 6,358 shares — an estimated $243K sold.

Avidian Wealth Enterprises first reported a position in KR in Q1 2016 and held it in 1 quarter. The position peaked at $243K in Q1 2016. 803 funds tracked by Wall St. Rank hold KR as of Q2 2016.

  • Avidian Wealth Enterprises reported no remaining Kroger position as of Q2 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,358 Kroger shares in Q2 2016, an estimated $243K.
  • Avidian Wealth Enterprises first reported a position in Kroger in Q1 2016 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Kroger position peaked at $243K in Q1 2016.
  • 803 funds tracked by Wall St. Rank held Kroger as of Q2 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2016, filed 15 Aug 2016.