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JP Morgan Private Wealth Advisors’s Kulicke & Soffa KLIC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,267
Closed -$146K – 1118
2014
Q3 		$146K Buy
10,267
+200
+2% +$2.87K ﹤0.01% 1015
2014
Q2 		$144K Buy
10,067
+3
+0% +$41 ﹤0.01% 850
2014
Q1 		$127K Buy
+10,064
New +$120K ﹤0.01% 840

Other funds holding KLIC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Holowesko Partners Nassau, Bahamas $357M AUM 15.03% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KLIC Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of Kulicke & Soffa (KLIC) in Q4 2014, closing a stake of 10,267 shares — an estimated $146K sold.

JP Morgan Private Wealth Advisors first reported a position in KLIC in Q1 2014 and held it in 3 quarters. The position peaked at $146K in Q3 2014. 182 funds tracked by Wall St. Rank hold KLIC as of Q4 2014.

  • JP Morgan Private Wealth Advisors reported no remaining Kulicke & Soffa position as of Q4 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,267 Kulicke & Soffa shares in Q4 2014, an estimated $146K.
  • JP Morgan Private Wealth Advisors first reported a position in Kulicke & Soffa in Q1 2014 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Kulicke & Soffa position peaked at $146K in Q3 2014.
  • 182 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q4 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.