FIM
KG

Freedom Investment Management’s Kestrel Group KG Stock Holding History

Freedom Investment Management’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-873
Closed -$244K – 1102
2017
Q1 		$244K Buy
+873
New +$287K 0.01% 873
2016
Q2 		– Sell
-892
Closed -$231K – 874
2016
Q1 		$231K Buy
+892
New +$232K 0.02% 677
2014
Q1 		– Sell
-1,161
Closed -$254K – 458
2013
Q4 		$254K Buy
1,161
+311
+37% +$72.8K 0.06% 317
2013
Q3 		$201K Buy
850
+232
+38% +$57.6K 0.06% 336
2013
Q2 		$139K Buy
+618
New +$131K 0.05% 304

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Investment Management's KG Position: Q2 2017 in Review

Freedom Investment Management sold out of Kestrel Group (KG) in Q2 2017, closing a stake of 873 shares — an estimated $244K sold.

Freedom Investment Management first reported a position in KG in Q2 2013 and held it in 5 quarters. The position peaked at $254K in Q4 2013. 158 funds tracked by Wall St. Rank hold KG as of Q2 2017.

  • Freedom Investment Management reported no remaining Kestrel Group position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 873 Kestrel Group shares in Q2 2017, an estimated $244K.
  • Freedom Investment Management first reported a position in Kestrel Group in Q2 2013 and held it in 5 quarters.
  • Freedom Investment Management's Kestrel Group position peaked at $254K in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.