CWM
KR icon

Catamount Wealth Management’s Kroger KR Stock Holding History

Catamount Wealth Management’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-600
Closed -$25K – 136
2015
Q4 		$25K Hold
600
– – 0.02% 67
2015
Q3 		$22K Hold
600
– – 0.02% 72
2015
Q2 		$22K Hold
600
– – 0.02% 91
2015
Q1 		$23K Hold
600
– – 0.02% 79
2014
Q4 		$19K Buy
+600
New +$17.4K 0.02% 73

Other funds holding KR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Catamount Wealth Management's KR Position: Q1 2016 in Review

Catamount Wealth Management sold out of Kroger (KR) in Q1 2016, closing a stake of 600 shares — an estimated $25K sold.

Catamount Wealth Management first reported a position in KR in Q4 2014 and held it in 5 quarters. The position peaked at $25K in Q4 2015. 806 funds tracked by Wall St. Rank hold KR as of Q1 2016.

  • Catamount Wealth Management reported no remaining Kroger position as of Q1 2016 after selling out during the quarter.
  • Catamount Wealth Management sold 600 Kroger shares in Q1 2016, an estimated $25K.
  • Catamount Wealth Management first reported a position in Kroger in Q4 2014 and held it in 5 quarters.
  • Catamount Wealth Management's Kroger position peaked at $25K in Q4 2015.
  • 806 funds tracked by Wall St. Rank held Kroger as of Q1 2016.

Based on Catamount Wealth Management's 13F filing for Q1 2016, filed 22 Jun 2016.