IPC
KTWO

Independent Portfolio Consultants’s K2M Group Holdings, Inc KTWO Stock Holding History

Independent Portfolio Consultants’s Portfolio KTWO Stock Details KTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-615
Closed -$9K – 780
2016
Q1 		$9K Buy
615
+190
+45% +$2.61K ﹤0.01% 730
2015
Q4 		$8K Hold
425
– – ﹤0.01% 731
2015
Q3 		$8K Buy
425
+305
+254% +$6.67K ﹤0.01% 745
2015
Q2 		$3K Buy
+120
New +$2.86K ﹤0.01% 820

Other funds holding KTWO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Independent Portfolio Consultants's KTWO Position: Q2 2016 in Review

Independent Portfolio Consultants sold out of K2M Group Holdings, Inc (KTWO) in Q2 2016, closing a stake of 615 shares — an estimated $9K sold.

Independent Portfolio Consultants first reported a position in KTWO in Q2 2015 and held it in 4 quarters. The position peaked at $9K in Q1 2016. 101 funds tracked by Wall St. Rank hold KTWO as of Q2 2016.

  • Independent Portfolio Consultants reported no remaining K2M Group Holdings, Inc position as of Q2 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 615 K2M Group Holdings, Inc shares in Q2 2016, an estimated $9K.
  • Independent Portfolio Consultants first reported a position in K2M Group Holdings, Inc in Q2 2015 and held it in 4 quarters.
  • Independent Portfolio Consultants's K2M Group Holdings, Inc position peaked at $9K in Q1 2016.
  • 101 funds tracked by Wall St. Rank held K2M Group Holdings, Inc as of Q2 2016.

Based on Independent Portfolio Consultants's 13F filing for Q2 2016, filed 15 Jul 2016.