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Golden State Wealth Management’s KBR KBR Stock Holding History

Golden State Wealth Management’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-201
Closed -$5K – 532
2019
Q3 		$5K Hold
201
– – ﹤0.01% 860
2019
Q2 		$5K Hold
201
– – ﹤0.01% 875
2019
Q1 		$4K Buy
+201
New +$3.63K ﹤0.01% 943

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Golden State Wealth Management's KBR Position: Q4 2019 in Review

Golden State Wealth Management sold out of KBR (KBR) in Q4 2019, closing a stake of 201 shares — an estimated $5K sold.

Golden State Wealth Management first reported a position in KBR in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 271 funds tracked by Wall St. Rank hold KBR as of Q4 2019.

  • Golden State Wealth Management reported no remaining KBR position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 201 KBR shares in Q4 2019, an estimated $5K.
  • Golden State Wealth Management first reported a position in KBR in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's KBR position peaked at $5K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held KBR as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.