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Genovese Burford & Brothers Wealth & Retirement Plan Management’s KLA KLAC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
Q1 		– Sell
-250
Closed -$2K – 476
2016
Q4 		$2K Hold
250
– – ﹤0.01% 445
2016
Q3 		$1K Hold
250
– – ﹤0.01% 414
2016
Q2 		$1K Buy
+250
New +$1.79K ﹤0.01% 393

Other funds holding KLAC

Vanguard Group
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $865B AUM 30.76% 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 $1.56T AUM 27.86% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's KLAC Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of KLA (KLAC) in Q1 2017, closing a stake of 250 shares — an estimated $2K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in KLAC in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 523 funds tracked by Wall St. Rank hold KLAC as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining KLA position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 250 KLA shares in Q1 2017, an estimated $2K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in KLA in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's KLA position peaked at $2K in Q4 2016.
  • 523 funds tracked by Wall St. Rank held KLA as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.