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Destination Wealth Management’s Kroger KR Stock Holding History

Destination Wealth Management’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-6,986
Closed -$253K – 173
2015
Q2 		$253K Buy
+6,986
New +$254K 0.02% 214

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Destination Wealth Management's KR Position: Q3 2015 in Review

Destination Wealth Management sold out of Kroger (KR) in Q3 2015, closing a stake of 6,986 shares — an estimated $253K sold.

Destination Wealth Management first reported a position in KR in Q2 2015 and held it in 1 quarter. The position peaked at $253K in Q2 2015. 778 funds tracked by Wall St. Rank hold KR as of Q3 2015.

  • Destination Wealth Management reported no remaining Kroger position as of Q3 2015 after selling out during the quarter.
  • Destination Wealth Management sold 6,986 Kroger shares in Q3 2015, an estimated $253K.
  • Destination Wealth Management first reported a position in Kroger in Q2 2015 and held it in 1 quarter.
  • Destination Wealth Management's Kroger position peaked at $253K in Q2 2015.
  • 778 funds tracked by Wall St. Rank held Kroger as of Q3 2015.

Based on Destination Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.