Charles Schwab
KIOR

Charles Schwab’s KIOR, INC CLASS A COM STK KIOR Stock Holding History

Charles Schwab’s Portfolio KIOR Stock Details KIOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,300
Closed -$6K – 3094
2014
Q2 		$6K Sell
15,300
-70,638
-82% -$38.4K ﹤0.01% 3088
2014
Q1 		$50K Buy
85,938
+600
+0.7% +$728 ﹤0.01% 3057
2013
Q4 		$144K Buy
85,338
+720
+0.9% +$1.57K ﹤0.01% 3028
2013
Q3 		$215K Buy
84,618
+970
+1% +$3.22K ﹤0.01% 2897
2013
Q2 		$454K Buy
+83,648
New +$375K ﹤0.01% 2559

Other funds holding KIOR

ACM
Artis Capital Management San Francisco, California $10M AUM 14.67% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $535M AUM 19.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Charles Schwab's KIOR Position: Q3 2014 in Review

Charles Schwab sold out of KIOR, INC CLASS A COM STK (KIOR) in Q3 2014, closing a stake of 15,300 shares — an estimated $6K sold.

Charles Schwab first reported a position in KIOR in Q2 2013 and held it in 5 quarters. The position peaked at $454K in Q2 2013. 8 funds tracked by Wall St. Rank hold KIOR as of Q3 2014.

  • Charles Schwab reported no remaining KIOR, INC CLASS A COM STK position as of Q3 2014 after selling out during the quarter.
  • Charles Schwab sold 15,300 KIOR, INC CLASS A COM STK shares in Q3 2014, an estimated $6K.
  • Charles Schwab first reported a position in KIOR, INC CLASS A COM STK in Q2 2013 and held it in 5 quarters.
  • Charles Schwab's KIOR, INC CLASS A COM STK position peaked at $454K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held KIOR, INC CLASS A COM STK as of Q3 2014.

Based on Charles Schwab's 13F filing for Q3 2014, filed 10 Nov 2014.