Institutional & Family Asset Management’s KLX Inc. KLXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-916
Closed -$58K 918
2018
Q3
$58K Sell
916
-1,949
-68% -$120K 0.01% 338
2018
Q2
$174K Hold
2,865
0.04% 194
2018
Q1
$172K Buy
+2,865
New +$167K 0.04% 181

Institutional & Family Asset Management's KLXI Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of KLX Inc. (KLXI) in Q4 2018, closing a stake of 916 shares — an estimated $58K sold.

Institutional & Family Asset Management first reported a position in KLXI in Q1 2018 and held it in 3 quarters. The position peaked at $174K in Q2 2018. 0 funds tracked by Wall St. Rank hold KLXI as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining KLX Inc. position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 916 KLX Inc. shares in Q4 2018, an estimated $58K.
  • Institutional & Family Asset Management first reported a position in KLX Inc. in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's KLX Inc. position peaked at $174K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held KLX Inc. as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.