First Trust Advisors
KTWO

First Trust Advisors’s K2M Group Holdings, Inc KTWO Stock Holding History

First Trust Advisors’s Portfolio KTWO Stock Details KTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-21,402
Closed -$385K – 2444
2017
Q4 		$385K Sell
21,402
-58,342
-73% -$1.11M ﹤0.01% 2167
2017
Q3 		$1.69M Buy
79,744
+27,620
+53% +$640K ﹤0.01% 1583
2017
Q2 		$1.27M Buy
+52,124
New +$1.16M ﹤0.01% 1740

Other funds holding KTWO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

First Trust Advisors's KTWO Position: Q1 2018 in Review

First Trust Advisors sold out of K2M Group Holdings, Inc (KTWO) in Q1 2018, closing a stake of 21,402 shares — an estimated $385K sold.

First Trust Advisors first reported a position in KTWO in Q2 2017 and held it in 3 quarters. The position peaked at $1.69M in Q3 2017. 145 funds tracked by Wall St. Rank hold KTWO as of Q1 2018.

  • First Trust Advisors reported no remaining K2M Group Holdings, Inc position as of Q1 2018 after selling out during the quarter.
  • First Trust Advisors sold 21,402 K2M Group Holdings, Inc shares in Q1 2018, an estimated $385K.
  • First Trust Advisors first reported a position in K2M Group Holdings, Inc in Q2 2017 and held it in 3 quarters.
  • First Trust Advisors's K2M Group Holdings, Inc position peaked at $1.69M in Q3 2017.
  • 145 funds tracked by Wall St. Rank held K2M Group Holdings, Inc as of Q1 2018.

Based on First Trust Advisors's 13F filing for Q1 2018, filed 23 Apr 2018.