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Capital Asset Advisory Services’s Kemper KMPR Stock Holding History

Capital Asset Advisory Services’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,346
Closed -$103K – 1102
2020
Q4 		$103K Buy
+1,346
New +$95.7K 0.02% 454

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Fuller & Thaler Asset Management
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NI
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Dimensional Fund Advisors
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State Street
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Macquarie Group
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Asset Advisory Services's KMPR Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Kemper (KMPR) in Q1 2021, closing a stake of 1,346 shares — an estimated $103K sold.

Capital Asset Advisory Services first reported a position in KMPR in Q4 2020 and held it in 1 quarter. The position peaked at $103K in Q4 2020. 243 funds tracked by Wall St. Rank hold KMPR as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Kemper position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,346 Kemper shares in Q1 2021, an estimated $103K.
  • Capital Asset Advisory Services first reported a position in Kemper in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Kemper position peaked at $103K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Kemper as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.