Carroll Financial Associates’s Koppers KOP Stock Holding History

Carroll Financial Associates’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-301	Closed	-$7.73K	–	1560
2019 Q4	$11K	Hold	301	–	–	﹤0.01%	1023
2019 Q3	$8K	Hold	301	–	–	﹤0.01%	1076
2019 Q2	$8K	Hold	301	–	–	﹤0.01%	1074
2019 Q1	$7K	Hold	301	–	–	﹤0.01%	1037
2018 Q4	$6K	Hold	301	–	–	﹤0.01%	988
2018 Q3	$9K	Hold	301	–	–	﹤0.01%	921
2018 Q2	$11K	Hold	301	–	–	﹤0.01%	836
2018 Q1	$12K	Hold	301	–	–	﹤0.01%	793
2017 Q4	$15K	Hold	301	–	–	﹤0.01%	737
2017 Q3	$14K	Hold	301	–	–	﹤0.01%	744
2017 Q2	$10K	Hold	301	–	–	﹤0.01%	832
2017 Q1	$12K	Hold	301	–	–	﹤0.01%	787
2016 Q4	$12K	Hold	301	–	–	﹤0.01%	751
2016 Q3	$9K	Hold	301	–	–	﹤0.01%	836
2016 Q2	$9K	Buy	+301	New	+$7.79K	﹤0.01%	805

Other funds holding KOP

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

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

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Carroll Financial Associates's KOP Position: Q1 2020 in Review

Carroll Financial Associates sold out of Koppers (KOP) in Q1 2020, closing a stake of 301 shares — an estimated $7.73K sold.

Carroll Financial Associates first reported a position in KOP in Q2 2016 and held it in 15 quarters. The position peaked at $15K in Q4 2017. 141 funds tracked by Wall St. Rank hold KOP as of Q1 2020.

Carroll Financial Associates reported no remaining Koppers position as of Q1 2020 after selling out during the quarter.
Carroll Financial Associates sold 301 Koppers shares in Q1 2020, an estimated $7.73K.
Carroll Financial Associates first reported a position in Koppers in Q2 2016 and held it in 15 quarters.
Carroll Financial Associates's Koppers position peaked at $15K in Q4 2017.
141 funds tracked by Wall St. Rank held Koppers as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.