GA
KLAC icon

Geneva Advisors’s KLA KLAC Stock Holding History

Geneva Advisors’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
2017
Q2 		$555K Sell
60,610
-4,980
-8% -$49.7K 0.01% 491
2017
Q1 		$624K Buy
+65,590
New +$578K 0.01% 448

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geneva Advisors's KLAC Position: Q2 2017 in Review

Geneva Advisors reduced its KLA (KLAC) stake by 7.6% in Q2 2017, selling an estimated $49.7K and leaving 60,610 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #491.

Geneva Advisors first reported a position in KLAC in Q1 2017 and has held it in 2 quarters since. The position peaked at $624K in Q1 2017. 538 funds tracked by Wall St. Rank hold KLAC as of Q2 2017.

  • Geneva Advisors held 60,610 shares of KLA worth $555K as of Q2 2017.
  • Geneva Advisors sold 4,980 KLA shares in Q2 2017, an estimated $49.7K.
  • KLA made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #491 holding.
  • Geneva Advisors first reported a position in KLA in Q1 2017 and has held it in 2 quarters since.
  • Geneva Advisors's KLA position peaked at $624K in Q1 2017.
  • 538 funds tracked by Wall St. Rank held KLA as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.