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EP Wealth Advisors’s Kulicke & Soffa KLIC Stock Holding History

EP Wealth Advisors’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10,500
Closed -$213K – 261
2018
Q4 		$213K Buy
10,500
+500
+5% +$10.4K 0.02% 239
2018
Q3 		$238K Hold
10,000
– – 0.02% 249
2018
Q2 		$238K Hold
10,000
– – 0.02% 165
2018
Q1 		$250K Hold
10,000
– – 0.02% 175
2017
Q4 		$243K Buy
+10,000
New +$238K 0.03% 169

Other funds holding KLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EP Wealth Advisors's KLIC Position: Q1 2019 in Review

EP Wealth Advisors sold out of Kulicke & Soffa (KLIC) in Q1 2019, closing a stake of 10,500 shares — an estimated $213K sold.

EP Wealth Advisors first reported a position in KLIC in Q4 2017 and held it in 5 quarters. The position peaked at $250K in Q1 2018. 204 funds tracked by Wall St. Rank hold KLIC as of Q1 2019.

  • EP Wealth Advisors reported no remaining Kulicke & Soffa position as of Q1 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 10,500 Kulicke & Soffa shares in Q1 2019, an estimated $213K.
  • EP Wealth Advisors first reported a position in Kulicke & Soffa in Q4 2017 and held it in 5 quarters.
  • EP Wealth Advisors's Kulicke & Soffa position peaked at $250K in Q1 2018.
  • 204 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q1 2019.

Based on EP Wealth Advisors's 13F filing for Q1 2019, filed 20 May 2019.