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Eads & Heald Wealth Management’s Kohl's KSS Stock Holding History

Eads & Heald Wealth Management’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,845
Closed -$207K – 131
2018
Q2 		$207K Sell
2,845
-615
-18% -$41K 0.13% 123
2018
Q1 		$227K Sell
3,460
-940
-21% -$59.7K 0.14% 120
2017
Q4 		$239K Buy
+4,400
New +$203K 0.14% 121

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eads & Heald Wealth Management's KSS Position: Q3 2018 in Review

Eads & Heald Wealth Management sold out of Kohl's (KSS) in Q3 2018, closing a stake of 2,845 shares — an estimated $207K sold.

Eads & Heald Wealth Management first reported a position in KSS in Q4 2017 and held it in 3 quarters. The position peaked at $239K in Q4 2017. 649 funds tracked by Wall St. Rank hold KSS as of Q3 2018.

  • Eads & Heald Wealth Management reported no remaining Kohl's position as of Q3 2018 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 2,845 Kohl's shares in Q3 2018, an estimated $207K.
  • Eads & Heald Wealth Management first reported a position in Kohl's in Q4 2017 and held it in 3 quarters.
  • Eads & Heald Wealth Management's Kohl's position peaked at $239K in Q4 2017.
  • 649 funds tracked by Wall St. Rank held Kohl's as of Q3 2018.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2018, filed 31 Oct 2018.