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Bellwether Investment Group’s KLA KLAC Stock Holding History

Bellwether Investment Group’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-380
Closed -$4K – 346
2017
Q1 		$4K Sell
380
-30
-7% -$264 0.01% 653
2016
Q4 		$3K Buy
+410
New +$3.13K ﹤0.01% 861

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bellwether Investment Group's KLAC Position: Q2 2017 in Review

Bellwether Investment Group sold out of KLA (KLAC) in Q2 2017, closing a stake of 380 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in KLAC in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 538 funds tracked by Wall St. Rank hold KLAC as of Q2 2017.

  • Bellwether Investment Group reported no remaining KLA position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 380 KLA shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in KLA in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's KLA position peaked at $4K in Q1 2017.
  • 538 funds tracked by Wall St. Rank held KLA as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.