Banyan Partners’s Kestrel Group KG Stock Holding History

Banyan Partners’s Portfolio KG Stock Details KG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-806	Closed	-$190K	–	430
2013 Q3	$190K	Buy	+806	New	+$200K	0.02%	328

Other funds holding KG

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Banyan Partners's KG Position: Q4 2013 in Review

Banyan Partners sold out of Kestrel Group (KG) in Q4 2013, closing a stake of 806 shares — an estimated $190K sold.

Banyan Partners first reported a position in KG in Q3 2013 and held it in 1 quarter. The position peaked at $190K in Q3 2013. 142 funds tracked by Wall St. Rank hold KG as of Q4 2013.

Banyan Partners reported no remaining Kestrel Group position as of Q4 2013 after selling out during the quarter.
Banyan Partners sold 806 Kestrel Group shares in Q4 2013, an estimated $190K.
Banyan Partners first reported a position in Kestrel Group in Q3 2013 and held it in 1 quarter.
Banyan Partners's Kestrel Group position peaked at $190K in Q3 2013.
142 funds tracked by Wall St. Rank held Kestrel Group as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.