James Investment Research’s Koppers KOP Stock Holding History

James Investment Research’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-165	Closed	-$3K	–	868
2018 Q4	$3K	Sell	165 -45,955	-100%	-$1.08M	﹤0.01%	758
2018 Q3	$1.44M	Sell	46,120 -15,185	-25%	-$544K	0.06%	442
2018 Q2	$2.35M	Buy	61,305 +2,151	+4%	+$89.4K	0.09%	249
2018 Q1	$2.43M	Sell	59,154 -210	-0.4%	-$9.24K	0.09%	218
2017 Q4	$3.02M	Sell	59,364 -2,145	-3%	-$105K	0.1%	161
2017 Q3	$2.84M	Buy	61,509 +20,470	+50%	+$796K	0.1%	168
2017 Q2	$1.48M	Sell	41,039 -3,425	-8%	-$132K	0.05%	275
2017 Q1	$1.88M	Buy	+44,464	New	+$1.87M	0.05%	240

Other funds holding KOP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MLIM

Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

James Investment Research's KOP Position: Q1 2019 in Review

James Investment Research sold out of Koppers (KOP) in Q1 2019, closing a stake of 165 shares — an estimated $3K sold.

James Investment Research first reported a position in KOP in Q1 2017 and held it in 8 quarters. The position peaked at $3.02M in Q4 2017. 146 funds tracked by Wall St. Rank hold KOP as of Q1 2019.

James Investment Research reported no remaining Koppers position as of Q1 2019 after selling out during the quarter.
James Investment Research sold 165 Koppers shares in Q1 2019, an estimated $3K.
James Investment Research first reported a position in Koppers in Q1 2017 and held it in 8 quarters.
James Investment Research's Koppers position peaked at $3.02M in Q4 2017.
146 funds tracked by Wall St. Rank held Koppers as of Q1 2019.

Based on James Investment Research's 13F filing for Q1 2019, filed 26 Apr 2019.