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Institute for Wealth Management’s Kohl's KSS Stock Holding History

Institute for Wealth Management’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,229
Closed -$266K – 563
2019
Q4 		$266K Buy
+5,229
New +$266K 0.06% 369

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institute for Wealth Management's KSS Position: Q1 2020 in Review

Institute for Wealth Management sold out of Kohl's (KSS) in Q1 2020, closing a stake of 5,229 shares — an estimated $266K sold.

Institute for Wealth Management first reported a position in KSS in Q4 2019 and held it in 1 quarter. The position peaked at $266K in Q4 2019. 474 funds tracked by Wall St. Rank hold KSS as of Q1 2020.

  • Institute for Wealth Management reported no remaining Kohl's position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 5,229 Kohl's shares in Q1 2020, an estimated $266K.
  • Institute for Wealth Management first reported a position in Kohl's in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Kohl's position peaked at $266K in Q4 2019.
  • 474 funds tracked by Wall St. Rank held Kohl's as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.