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Integrated Wealth Management (Palm Desert)’s Kohl's KSS Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-102
Closed -$4K – 665
2016
Q3 		$4K Buy
102
+47
+85% +$1.97K ﹤0.01% 953
2016
Q2 		$2K Hold
55
– – ﹤0.01% 1082
2016
Q1 		$3K Hold
55
– – ﹤0.01% 936
2015
Q4 		$3K Hold
55
– – ﹤0.01% 1021
2015
Q3 		$3K Hold
55
– – ﹤0.01% 1035
2015
Q2 		$3K Buy
55
+33
+150% +$2.29K ﹤0.01% 1061
2015
Q1 		$1K Buy
+22
New +$1.5K ﹤0.01% 1193

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KSS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Kohl's (KSS) in Q4 2016, closing a stake of 102 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KSS in Q1 2015 and held it in 7 quarters. The position peaked at $4K in Q3 2016. 592 funds tracked by Wall St. Rank hold KSS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Kohl's position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 102 Kohl's shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Kohl's in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Kohl's position peaked at $4K in Q3 2016.
  • 592 funds tracked by Wall St. Rank held Kohl's as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.