Credential Securities’s KLA KLAC Stock Holding History

Credential Securities’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-300	Closed	-$3.18K	–	267
2017 Q3	$3.18K	Hold	300	–	–	﹤0.01%	248
2017 Q2	$2.77K	Hold	300	–	–	﹤0.01%	243
2017 Q1	$2.85K	Hold	300	–	–	﹤0.01%	241
2016 Q4	$2.36K	Buy	+300	New	+$2.29K	﹤0.01%	247
2016 Q1	–	Sell	-300	Closed	-$2.08K	–	232
2015 Q4	$2.08K	Hold	300	–	–	﹤0.01%	204
2015 Q3	$1.5K	Hold	300	–	–	﹤0.01%	208
2015 Q2	$1.69K	Sell	300 -56,350	-99%	-$329K	﹤0.01%	196
2015 Q1	$330K	Buy	56,650 +2,720	+5%	+$17.4K	0.21%	115
2014 Q4	$379K	Buy	53,930 +1,160	+2%	+$8.56K	0.25%	104
2014 Q3	$421K	Buy	52,770 +2,960	+6%	+$22.3K	0.28%	100
2014 Q2	$362K	Buy	49,810 +4,580	+10%	+$30.4K	0.24%	107
2014 Q1	$313K	Buy	+45,230	New	+$293K	0.23%	107

Other funds holding KLAC

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Credential Securities's KLAC Position: Q4 2017 in Review

Credential Securities sold out of KLA (KLAC) in Q4 2017, closing a stake of 300 shares — an estimated $3.18K sold.

Credential Securities first reported a position in KLAC in Q1 2014 and held it in 12 quarters. The position peaked at $421K in Q3 2014. 594 funds tracked by Wall St. Rank hold KLAC as of Q4 2017.

Credential Securities reported no remaining KLA position as of Q4 2017 after selling out during the quarter.
Credential Securities sold 300 KLA shares in Q4 2017, an estimated $3.18K.
Credential Securities first reported a position in KLA in Q1 2014 and held it in 12 quarters.
Credential Securities's KLA position peaked at $421K in Q3 2014.
594 funds tracked by Wall St. Rank held KLA as of Q4 2017.

Based on Credential Securities's 13F filing for Q4 2017, filed 21 Jul 2025.