EP Wealth Advisors’s CarMax KMX Stock Holding History

EP Wealth Advisors’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-103,747	Closed	-$5.09M	–	141
2016 Q2	$5.09M	Buy	+103,747	New	+$5.33M	0.81%	40

Other funds holding KMX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

EP Wealth Advisors's KMX Position: Q3 2016 in Review

EP Wealth Advisors sold out of CarMax (KMX) in Q3 2016, closing a stake of 103,747 shares — an estimated $5.09M sold.

EP Wealth Advisors first reported a position in KMX in Q2 2016 and held it in 1 quarter. The position peaked at $5.09M in Q2 2016. 441 funds tracked by Wall St. Rank hold KMX as of Q3 2016.

EP Wealth Advisors reported no remaining CarMax position as of Q3 2016 after selling out during the quarter.
EP Wealth Advisors sold 103,747 CarMax shares in Q3 2016, an estimated $5.09M.
EP Wealth Advisors first reported a position in CarMax in Q2 2016 and held it in 1 quarter.
EP Wealth Advisors's CarMax position peaked at $5.09M in Q2 2016.
441 funds tracked by Wall St. Rank held CarMax as of Q3 2016.

Based on EP Wealth Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.