Dynasty Wealth Management’s Kopin KOPN Stock Holding History

Dynasty Wealth Management’s Portfolio KOPN Stock Details KOPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14,717	Closed	-$36K	–	54
2018 Q3	$36K	Buy	+14,717	New	+$37.4K	0.05%	124

Other funds holding KOPN

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Dynasty Wealth Management's KOPN Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Kopin (KOPN) in Q4 2018, closing a stake of 14,717 shares — an estimated $36K sold.

Dynasty Wealth Management first reported a position in KOPN in Q3 2018 and held it in 1 quarter. The position peaked at $36K in Q3 2018. 92 funds tracked by Wall St. Rank hold KOPN as of Q4 2018.

Dynasty Wealth Management reported no remaining Kopin position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 14,717 Kopin shares in Q4 2018, an estimated $36K.
Dynasty Wealth Management first reported a position in Kopin in Q3 2018 and held it in 1 quarter.
Dynasty Wealth Management's Kopin position peaked at $36K in Q3 2018.
92 funds tracked by Wall St. Rank held Kopin as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.