EWM
KR icon

Elite Wealth Management’s Kroger KR Stock Holding History

Elite 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
2016
Q3 		$47K Buy
+162
New +$5.39K 0.08% 62
2014
Q1 		– Sell
-424
Closed -$9K – 523
2013
Q4 		$9K Buy
+424
New +$8.77K 0.01% 373

Other funds holding KR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Elite Wealth Management's KR Position: Q3 2016 in Review

Elite Wealth Management reduced its Kroger (KR) stake by 20% in Q3 2016, selling an estimated $244K and leaving 29,406 shares worth $873K. The position accounts for 1.42% of the portfolio, ranked #19.

Elite Wealth Management first reported a position in KR in Q3 2013 and has held it in 13 quarters since. The position peaked at $2.06M in Q1 2014. 773 funds tracked by Wall St. Rank hold KR as of Q3 2016.

  • Elite Wealth Management held 29,406 shares of Kroger worth $873K as of Q3 2016.
  • Elite Wealth Management sold 7,339 Kroger shares in Q3 2016, an estimated $244K.
  • Kroger made up 1.42% of Elite Wealth Management's portfolio in Q3 2016, its #19 holding.
  • Elite Wealth Management first reported a position in Kroger in Q3 2013 and has held it in 13 quarters since.
  • Elite Wealth Management's Kroger position peaked at $2.06M in Q1 2014.
  • 773 funds tracked by Wall St. Rank held Kroger as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.