JWA
KAMN

JFS Wealth Advisors’s Kaman Corp KAMN Stock Holding History

JFS Wealth Advisors’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,467
Closed -$204K – 577
2017
Q4 		$204K Hold
3,467
– – 0.05% 137
2017
Q3 		$193K Sell
3,467
-289
-8% -$14.6K 0.05% 130
2017
Q2 		$187K Buy
3,756
+1
+0% +$49 0.05% 122
2017
Q1 		$184K Hold
3,755
– – 0.05% 133
2016
Q4 		$184K Hold
3,755
– – 0.05% 133
2016
Q3 		$165K Sell
3,755
-326
-8% -$14.3K 0.05% 143
2016
Q2 		$174K Buy
4,081
+1
+0% +$42 0.05% 167
2016
Q1 		$174K Sell
4,080
-91
-2% -$3.71K 0.05% 141
2015
Q4 		$170K Buy
4,171
+1
+0% +$39 0.05% 147
2015
Q3 		$150K Buy
4,170
+2,745
+193% +$107K 0.07% 128
2015
Q2 		$60K Buy
1,425
+1
+0.1% +$42 0.03% 168
2015
Q1 		$60K Buy
1,424
+85
+6% +$3.41K 0.03% 169
2014
Q4 		$54K Hold
1,339
– – 0.01% 179
2014
Q3 		$53K Buy
1,339
+1
+0.1% +$41 0.01% 173
2014
Q2 		$57K Buy
+1,338
New +$55.8K 0.01% 173

Other funds holding KAMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JFS Wealth Advisors's KAMN Position: Q1 2018 in Review

JFS Wealth Advisors sold out of Kaman Corp (KAMN) in Q1 2018, closing a stake of 3,467 shares — an estimated $204K sold.

JFS Wealth Advisors first reported a position in KAMN in Q2 2014 and held it in 15 quarters. The position peaked at $204K in Q4 2017. 175 funds tracked by Wall St. Rank hold KAMN as of Q1 2018.

  • JFS Wealth Advisors reported no remaining Kaman Corp position as of Q1 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 3,467 Kaman Corp shares in Q1 2018, an estimated $204K.
  • JFS Wealth Advisors first reported a position in Kaman Corp in Q2 2014 and held it in 15 quarters.
  • JFS Wealth Advisors's Kaman Corp position peaked at $204K in Q4 2017.
  • 175 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2018.

Based on JFS Wealth Advisors's 13F filing for Q1 2018, filed 26 Apr 2018.