Curian Capital’s KapStone Paper and Pack Corp. KS Stock Holding History

Curian Capital’s Portfolio KS Stock Details KS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-18,065	Closed	-$408K	–	432
2015 Q4	$408K	Sell	18,065 -19,277	-52%	-$423K	0.03%	323
2015 Q3	$617K	Sell	37,342 -15,724	-30%	-$344K	0.02%	460
2015 Q2	$1.23M	Sell	53,066 -115	-0.2%	-$3.17K	0.02%	426
2015 Q1	$1.75M	Buy	53,181 +1,027	+2%	+$32.7K	0.03%	358
2014 Q4	$1.53M	Buy	52,154 +2,763	+6%	+$80.4K	0.03%	353
2014 Q3	$1.38M	Buy	49,391 +10,925	+28%	+$332K	0.02%	361
2014 Q2	$1.27M	Buy	38,466 +916	+2%	+$26K	0.02%	387
2014 Q1	$1.08M	Buy	+37,550	New	+$1.09M	0.02%	416

Other funds holding KS

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

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

ACM

Apex Capital Management Dayton, Ohio $4.54B AUM 1.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Curian Capital's KS Position: Q1 2016 in Review

Curian Capital sold out of KapStone Paper and Pack Corp. (KS) in Q1 2016, closing a stake of 18,065 shares — an estimated $408K sold.

Curian Capital first reported a position in KS in Q1 2014 and held it in 8 quarters. The position peaked at $1.75M in Q1 2015. 197 funds tracked by Wall St. Rank hold KS as of Q1 2016.

Curian Capital reported no remaining KapStone Paper and Pack Corp. position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 18,065 KapStone Paper and Pack Corp. shares in Q1 2016, an estimated $408K.
Curian Capital first reported a position in KapStone Paper and Pack Corp. in Q1 2014 and held it in 8 quarters.
Curian Capital's KapStone Paper and Pack Corp. position peaked at $1.75M in Q1 2015.
197 funds tracked by Wall St. Rank held KapStone Paper and Pack Corp. as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.