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Forvis Mazars Wealth Advisors’s Kroger KR Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-8,245
Closed -$303K – 196
2016
Q2 		$303K Sell
8,245
-157
-2% -$5.65K 0.05% 140
2016
Q1 		$321K Buy
8,402
+583
+7% +$22.5K 0.05% 135
2015
Q4 		$327K Buy
7,819
+131
+2% +$5.08K 0.05% 142
2015
Q3 		$277K Buy
+7,688
New +$285K 0.05% 146

Other funds holding KR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KR Position: Q3 2016 in Review

Forvis Mazars Wealth Advisors sold out of Kroger (KR) in Q3 2016, closing a stake of 8,245 shares — an estimated $303K sold.

Forvis Mazars Wealth Advisors first reported a position in KR in Q3 2015 and held it in 4 quarters. The position peaked at $327K in Q4 2015. 775 funds tracked by Wall St. Rank hold KR as of Q3 2016.

  • Forvis Mazars Wealth Advisors reported no remaining Kroger position as of Q3 2016 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 8,245 Kroger shares in Q3 2016, an estimated $303K.
  • Forvis Mazars Wealth Advisors first reported a position in Kroger in Q3 2015 and held it in 4 quarters.
  • Forvis Mazars Wealth Advisors's Kroger position peaked at $327K in Q4 2015.
  • 775 funds tracked by Wall St. Rank held Kroger as of Q3 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2016, filed 18 Oct 2016.