EWM
KLXI

Endurance Wealth Management’s KLX Inc. KLXI Stock Holding History

Endurance Wealth Management’s Portfolio KLXI Stock Details KLXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-297
Closed -$13K – 521
2017
Q2 		$13K Hold
297
– – ﹤0.01% 397
2017
Q1 		$11K Buy
+297
New +$12K ﹤0.01% 407

Other funds holding KLXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Endurance Wealth Management's KLXI Position: Q3 2017 in Review

Endurance Wealth Management sold out of KLX Inc. (KLXI) in Q3 2017, closing a stake of 297 shares — an estimated $13K sold.

Endurance Wealth Management first reported a position in KLXI in Q1 2017 and held it in 2 quarters. The position peaked at $13K in Q2 2017. 205 funds tracked by Wall St. Rank hold KLXI as of Q3 2017.

  • Endurance Wealth Management reported no remaining KLX Inc. position as of Q3 2017 after selling out during the quarter.
  • Endurance Wealth Management sold 297 KLX Inc. shares in Q3 2017, an estimated $13K.
  • Endurance Wealth Management first reported a position in KLX Inc. in Q1 2017 and held it in 2 quarters.
  • Endurance Wealth Management's KLX Inc. position peaked at $13K in Q2 2017.
  • 205 funds tracked by Wall St. Rank held KLX Inc. as of Q3 2017.

Based on Endurance Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.