Independent Portfolio Consultants’s CarMax KMX Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$685K	Sell	10,864 -3,461	-24%	-$209K	0.28%	112
2017 Q1	$848K	Sell	14,325 -6,423	-31%	-$417K	0.29%	111
2016 Q4	$1.34M	Sell	20,748 -410	-2%	-$23K	0.44%	50
2016 Q3	$1.13M	Sell	21,158 -1,240	-6%	-$70.3K	0.35%	76
2016 Q2	$1.1M	Buy	22,398 +1,435	+7%	+$73.7K	0.35%	75
2016 Q1	$1.07M	Buy	20,963 +2,650	+14%	+$125K	0.3%	104
2015 Q4	$988K	Sell	18,313 -6,880	-27%	-$393K	0.29%	105
2015 Q3	$1.49M	Buy	25,193 +1,750	+7%	+$110K	0.32%	99
2015 Q2	$1.55M	Buy	23,443 +1,543	+7%	+$110K	0.31%	106
2015 Q1	$1.51M	Sell	21,900 -1,728	-7%	-$113K	0.31%	115
2014 Q4	$1.57M	Buy	23,628 +15,957	+208%	+$885K	0.32%	112
2014 Q3	$356K	Buy	7,671 +3,266	+74%	+$167K	0.1%	355
2014 Q2	$229K	Buy	+4,405	New	+$200K	0.06%	422

Other funds holding KMX

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCG

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

ACM

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

Independent Portfolio Consultants's KMX Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its CarMax (KMX) stake by 24% in Q2 2017, selling an estimated $209K and leaving 10,864 shares worth $685K. The position accounts for 0.28% of the portfolio, ranked #112.

Independent Portfolio Consultants first reported a position in KMX in Q2 2014 and has held it in 13 quarters since. The position peaked at $1.57M in Q4 2014. 457 funds tracked by Wall St. Rank hold KMX as of Q2 2017.

Independent Portfolio Consultants held 10,864 shares of CarMax worth $685K as of Q2 2017.
Independent Portfolio Consultants sold 3,461 CarMax shares in Q2 2017, an estimated $209K.
CarMax made up 0.28% of Independent Portfolio Consultants's portfolio in Q2 2017, its #112 holding.
Independent Portfolio Consultants first reported a position in CarMax in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's CarMax position peaked at $1.57M in Q4 2014.
457 funds tracked by Wall St. Rank held CarMax as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.