EWM
KBR icon

Edge Wealth Management’s KBR KBR Stock Holding History

Edge Wealth Management’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,418
Closed -$35K – 623
2019
Q2 		$35K Hold
1,418
– – 0.01% 289
2019
Q1 		$27K Hold
1,418
– – 0.01% 295
2018
Q4 		$22K Hold
1,418
– – 0.01% 320
2018
Q3 		$30K Hold
1,418
– – 0.01% 314
2018
Q2 		$25K Sell
1,418
-370
-21% -$6.43K 0.01% 332
2018
Q1 		$29K Hold
1,788
– – 0.01% 268
2017
Q4 		$35K Hold
1,788
– – 0.01% 256
2017
Q3 		$32K Hold
1,788
– – 0.01% 259
2017
Q2 		$28K Sell
1,788
-60
-3% -$889 0.01% 263
2017
Q1 		$28K Buy
1,848
+1,088
+143% +$17.3K 0.01% 256
2016
Q4 		$13K Hold
760
– – ﹤0.01% 309
2016
Q3 		$11K Hold
760
– – ﹤0.01% 320
2016
Q2 		$10K Hold
760
– – ﹤0.01% 311
2016
Q1 		$12K Buy
760
+700
+1,167% +$9.89K 0.01% 267
2015
Q4 		$1K Hold
60
– – ﹤0.01% 420
2015
Q3 		$1K Sell
60
-3,866
-98% -$68.1K ﹤0.01% 423
2015
Q2 		$76K Sell
3,926
-1,460
-27% -$26.2K 0.03% 163
2015
Q1 		$78K Sell
5,386
-28,278
-84% -$460K 0.03% 154
2014
Q4 		$577K Sell
33,664
-5,223
-13% -$93.7K 0.21% 61
2014
Q3 		$733K Sell
38,887
-167,232
-81% -$3.63M 0.28% 49
2014
Q2 		$4.92M Buy
206,119
+37,002
+22% +$928K 2.04% 19
2014
Q1 		$4.51M Buy
169,117
+11,573
+7% +$349K 1.89% 20
2013
Q4 		$5.02M Buy
157,544
+157,484
+262,473% +$5.23M 2.32% 19
2013
Q3 		$2K Hold
60
– – ﹤0.01% 300
2013
Q2 		$2K Buy
+60
New +$1.91K ﹤0.01% 286

Other funds holding KBR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Edge Wealth Management's KBR Position: Q3 2019 in Review

Edge Wealth Management sold out of KBR (KBR) in Q3 2019, closing a stake of 1,418 shares — an estimated $35K sold.

Edge Wealth Management first reported a position in KBR in Q2 2013 and held it in 25 quarters. The position peaked at $5.02M in Q4 2013. 252 funds tracked by Wall St. Rank hold KBR as of Q3 2019.

  • Edge Wealth Management reported no remaining KBR position as of Q3 2019 after selling out during the quarter.
  • Edge Wealth Management sold 1,418 KBR shares in Q3 2019, an estimated $35K.
  • Edge Wealth Management first reported a position in KBR in Q2 2013 and held it in 25 quarters.
  • Edge Wealth Management's KBR position peaked at $5.02M in Q4 2013.
  • 252 funds tracked by Wall St. Rank held KBR as of Q3 2019.

Based on Edge Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.