Bellwether Investment Group’s Kestrel Group KG Stock Holding History

Bellwether Investment Group’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
2017 Q1	–	Sell	-37	Closed	-$13K	–	886
2016 Q4	$13K	Buy	+37	New	+$11.3K	0.01%	570

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellwether Investment Group's KG Position: Q1 2017 in Review

Bellwether Investment Group sold out of Kestrel Group (KG) in Q1 2017, closing a stake of 37 shares — an estimated $13K sold.

Bellwether Investment Group first reported a position in KG in Q4 2016 and held it in 1 quarter. The position peaked at $13K in Q4 2016. 176 funds tracked by Wall St. Rank hold KG as of Q1 2017.

Bellwether Investment Group reported no remaining Kestrel Group position as of Q1 2017 after selling out during the quarter.
Bellwether Investment Group sold 37 Kestrel Group shares in Q1 2017, an estimated $13K.
Bellwether Investment Group first reported a position in Kestrel Group in Q4 2016 and held it in 1 quarter.
Bellwether Investment Group's Kestrel Group position peaked at $13K in Q4 2016.
176 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.