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Independent Portfolio Consultants’s Kroger KR Stock Holding History

Independent Portfolio Consultants’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,514
Closed -$75K – 841
2016
Q3 		$75K Sell
2,514
-70
-3% -$2.33K 0.02% 484
2016
Q2 		$95K Sell
2,584
-270
-9% -$9.72K 0.03% 453
2016
Q1 		$109K Buy
2,854
+300
+12% +$11.6K 0.03% 458
2015
Q4 		$107K Buy
2,554
+330
+15% +$12.8K 0.03% 456
2015
Q3 		$80K Sell
2,224
-330
-13% -$12.2K 0.02% 493
2015
Q2 		$93K Buy
2,554
+1,126
+79% +$40.9K 0.02% 511
2015
Q1 		$55K Buy
1,428
+472
+49% +$16.8K 0.01% 605
2014
Q4 		$31K Buy
956
+504
+112% +$14.6K 0.01% 653
2014
Q3 		$12K Buy
+452
New +$11.4K ﹤0.01% 727

Other funds holding KR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Independent Portfolio Consultants's KR Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of Kroger (KR) in Q4 2016, closing a stake of 2,514 shares — an estimated $75K sold.

Independent Portfolio Consultants first reported a position in KR in Q3 2014 and held it in 9 quarters. The position peaked at $109K in Q1 2016. 813 funds tracked by Wall St. Rank hold KR as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining Kroger position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,514 Kroger shares in Q4 2016, an estimated $75K.
  • Independent Portfolio Consultants first reported a position in Kroger in Q3 2014 and held it in 9 quarters.
  • Independent Portfolio Consultants's Kroger position peaked at $109K in Q1 2016.
  • 813 funds tracked by Wall St. Rank held Kroger as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.