Essex Savings Bank’s Kemper KMPR Stock Holding History

Essex Savings Bank’s Portfolio KMPR Stock Details KMPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-165	Closed	-$14K	–	424
2019 Q2	$14K	Hold	165	–	–	﹤0.01%	619
2019 Q1	$13K	Hold	165	–	–	0.01%	483
2018 Q4	$11K	Buy	+165	New	+$12K	0.01%	501

Other funds holding KMPR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Essex Savings Bank's KMPR Position: Q3 2019 in Review

Essex Savings Bank sold out of Kemper (KMPR) in Q3 2019, closing a stake of 165 shares — an estimated $14K sold.

Essex Savings Bank first reported a position in KMPR in Q4 2018 and held it in 3 quarters. The position peaked at $14K in Q2 2019. 245 funds tracked by Wall St. Rank hold KMPR as of Q3 2019.

Essex Savings Bank reported no remaining Kemper position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 165 Kemper shares in Q3 2019, an estimated $14K.
Essex Savings Bank first reported a position in Kemper in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Kemper position peaked at $14K in Q2 2019.
245 funds tracked by Wall St. Rank held Kemper as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.