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Evercore Wealth Management’s Kratos Defense & Security Solutions KTOS Stock Holding History

Evercore Wealth Management’s Portfolio KTOS Stock Details KTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-20,000
Closed -$230K – 431
2018
Q2 		$230K Buy
+20,000
New +$220K 0.01% 366

Other funds holding KTOS

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evercore Wealth Management's KTOS Position: Q3 2018 in Review

Evercore Wealth Management sold out of Kratos Defense & Security Solutions (KTOS) in Q3 2018, closing a stake of 20,000 shares — an estimated $230K sold.

Evercore Wealth Management first reported a position in KTOS in Q2 2018 and held it in 1 quarter. The position peaked at $230K in Q2 2018. 183 funds tracked by Wall St. Rank hold KTOS as of Q3 2018.

  • Evercore Wealth Management reported no remaining Kratos Defense & Security Solutions position as of Q3 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 20,000 Kratos Defense & Security Solutions shares in Q3 2018, an estimated $230K.
  • Evercore Wealth Management first reported a position in Kratos Defense & Security Solutions in Q2 2018 and held it in 1 quarter.
  • Evercore Wealth Management's Kratos Defense & Security Solutions position peaked at $230K in Q2 2018.
  • 183 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.