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Fernwood Investment Management’s KLA KLAC Stock Holding History

Fernwood Investment Management’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-40,000
Closed -$315K – 113
2014
Q3 		$315K Hold
40,000
– – 0.27% 80
2014
Q2 		$291K Hold
40,000
– – 0.24% 88
2014
Q1 		$277K Hold
40,000
– – 0.26% 89
2013
Q4 		$258K Buy
+40,000
New +$252K 0.17% 122

Other funds holding KLAC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fernwood Investment Management's KLAC Position: Q4 2014 in Review

Fernwood Investment Management sold out of KLA (KLAC) in Q4 2014, closing a stake of 40,000 shares — an estimated $315K sold.

Fernwood Investment Management first reported a position in KLAC in Q4 2013 and held it in 4 quarters. The position peaked at $315K in Q3 2014. 437 funds tracked by Wall St. Rank hold KLAC as of Q4 2014.

  • Fernwood Investment Management reported no remaining KLA position as of Q4 2014 after selling out during the quarter.
  • Fernwood Investment Management sold 40,000 KLA shares in Q4 2014, an estimated $315K.
  • Fernwood Investment Management first reported a position in KLA in Q4 2013 and held it in 4 quarters.
  • Fernwood Investment Management's KLA position peaked at $315K in Q3 2014.
  • 437 funds tracked by Wall St. Rank held KLA as of Q4 2014.

Based on Fernwood Investment Management's 13F filing for Q4 2014, filed 5 Feb 2015.