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Clear Perspective Advisors’s CarMax KMX Stock Holding History

Clear Perspective Advisors’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-464
Closed -$34K – 301
2018
Q2 		$34K Hold
464
– – 0.02% 278
2018
Q1 		$29K Sell
464
-1,330
-74% -$86.9K 0.02% 277
2017
Q4 		$115K Hold
1,794
– – 0.09% 174
2017
Q3 		$136K Sell
1,794
-750
-29% -$50K 0.11% 159
2017
Q2 		$160K Sell
2,544
-580
-19% -$35K 0.13% 135
2017
Q1 		$185K Sell
3,124
-2,050
-40% -$133K 0.12% 124
2016
Q4 		$333K Buy
+5,174
New +$290K 0.22% 94

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return