Bartlett & Co Wealth Management’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio KCLI Stock Details KCLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,000	Closed	-$111K	–	1238
2023 Q4	$111K	Hold	3,000	–	–	﹤0.01%	558
2023 Q3	$75.8K	Hold	3,000	–	–	﹤0.01%	580
2023 Q2	$69.5K	Hold	3,000	–	–	﹤0.01%	605
2023 Q1	$66.8K	Hold	3,000	–	–	﹤0.01%	522
2022 Q4	$79.2K	Hold	3,000	–	–	﹤0.01%	504
2022 Q3	$87K	Hold	3,000	–	–	﹤0.01%	475
2022 Q2	$97.5K	Hold	3,000	–	–	﹤0.01%	465
2022 Q1	$126K	Buy	+3,000	New	+$126K	﹤0.01%	445
2021 Q4	–	Sell	-3,000	Closed	-$125K	–	953
2021 Q3	$125K	Hold	3,000	–	–	﹤0.01%	386
2021 Q2	$134K	Hold	3,000	–	–	﹤0.01%	371
2021 Q1	$133K	Hold	3,000	–	–	﹤0.01%	374
2020 Q4	$114K	Buy	+3,000	New	+$114K	﹤0.01%	393

Bartlett & Co Wealth Management's KCLI Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of KANSAS CITY LIFE INS CO NEW (MO) (KCLI) in Q1 2024, closing a stake of 3,000 shares — an estimated $111K sold.

Bartlett & Co Wealth Management first reported a position in KCLI in Q4 2020 and held it in 12 quarters. The position peaked at $134K in Q2 2021. 0 funds tracked by Wall St. Rank hold KCLI as of Q1 2024.

Bartlett & Co Wealth Management reported no remaining KANSAS CITY LIFE INS CO NEW (MO) position as of Q1 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 3,000 KANSAS CITY LIFE INS CO NEW (MO) shares in Q1 2024, an estimated $111K.
Bartlett & Co Wealth Management first reported a position in KANSAS CITY LIFE INS CO NEW (MO) in Q4 2020 and held it in 12 quarters.
Bartlett & Co Wealth Management's KANSAS CITY LIFE INS CO NEW (MO) position peaked at $134K in Q2 2021.
0 funds tracked by Wall St. Rank held KANSAS CITY LIFE INS CO NEW (MO) as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.