CapWealth Advisors’s Kennametal KMT Stock Holding History

CapWealth Advisors’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-39	Closed	-$2K	–	194
2014 Q3	$2K	Buy	+39	New	+$1.71K	﹤0.01%	341

Other funds holding KMT

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

CapWealth Advisors's KMT Position: Q4 2014 in Review

CapWealth Advisors sold out of Kennametal (KMT) in Q4 2014, closing a stake of 39 shares — an estimated $2K sold.

CapWealth Advisors first reported a position in KMT in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 231 funds tracked by Wall St. Rank hold KMT as of Q4 2014.

CapWealth Advisors reported no remaining Kennametal position as of Q4 2014 after selling out during the quarter.
CapWealth Advisors sold 39 Kennametal shares in Q4 2014, an estimated $2K.
CapWealth Advisors first reported a position in Kennametal in Q3 2014 and held it in 1 quarter.
CapWealth Advisors's Kennametal position peaked at $2K in Q3 2014.
231 funds tracked by Wall St. Rank held Kennametal as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.