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Clarus Wealth Advisors’s Kemper KMPR Stock Holding History

Clarus Wealth Advisors’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
2018
Q3 		– Sell
-1,434
Closed -$82K – 739
2018
Q2 		$82K Buy
+1,434
New +$101K 0.06% 217
2018
Q1 		– Sell
-5,525
Closed -$381K – 138
2017
Q4 		$381K Buy
+5,525
New +$356K 0.37% 42

Other funds holding KMPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarus Wealth Advisors's KMPR Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Kemper (KMPR) in Q3 2018, closing a stake of 1,434 shares — an estimated $82K sold.

Clarus Wealth Advisors first reported a position in KMPR in Q4 2017 and held it in 2 quarters. The position peaked at $381K in Q4 2017. 236 funds tracked by Wall St. Rank hold KMPR as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Kemper position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,434 Kemper shares in Q3 2018, an estimated $82K.
  • Clarus Wealth Advisors first reported a position in Kemper in Q4 2017 and held it in 2 quarters.
  • Clarus Wealth Advisors's Kemper position peaked at $381K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Kemper as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.