Geneva Advisors’s CarMax KMX Stock Holding History

Geneva Advisors’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,500	Closed	-$240K	–	791
2016 Q3	$240K	Hold	4,500	–	–	﹤0.01%	628
2016 Q2	$221K	Buy	+4,500	New	+$231K	﹤0.01%	599

Other funds holding KMX

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Geneva Advisors's KMX Position: Q4 2016 in Review

Geneva Advisors sold out of CarMax (KMX) in Q4 2016, closing a stake of 4,500 shares — an estimated $240K sold.

Geneva Advisors first reported a position in KMX in Q2 2016 and held it in 2 quarters. The position peaked at $240K in Q3 2016. 471 funds tracked by Wall St. Rank hold KMX as of Q4 2016.

Geneva Advisors reported no remaining CarMax position as of Q4 2016 after selling out during the quarter.
Geneva Advisors sold 4,500 CarMax shares in Q4 2016, an estimated $240K.
Geneva Advisors first reported a position in CarMax in Q2 2016 and held it in 2 quarters.
Geneva Advisors's CarMax position peaked at $240K in Q3 2016.
471 funds tracked by Wall St. Rank held CarMax as of Q4 2016.

Based on Geneva Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.