J
KFX

JWest’s KOFAX LIMITED COM STK KFX Stock Holding History

JWest’s Portfolio KFX Stock Details KFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3.35M Sell
448,886
-75,000
-14% -$577K 3.03% 11
2014
Q2 		$4.5M Buy
523,886
+97,088
+23% +$784K 3.16% 14
2014
Q1 		$3.72M Buy
+426,798
New +$3.37M 2.9% 15

Other funds holding KFX

RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICM
Invicta Capital Management New York $125M AUM 14.3% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

JWest's KFX Position: Q3 2014 in Review

JWest reduced its KOFAX LIMITED COM STK (KFX) stake by 14% in Q3 2014, selling an estimated $577K and leaving 448,886 shares worth $3.35M. The position accounts for 3.03% of the portfolio, ranked #11.

JWest first reported a position in KFX in Q1 2014 and has held it in 3 quarters since. The position peaked at $4.5M in Q2 2014. 84 funds tracked by Wall St. Rank hold KFX as of Q3 2014.

  • JWest held 448,886 shares of KOFAX LIMITED COM STK worth $3.35M as of Q3 2014.
  • JWest sold 75,000 KOFAX LIMITED COM STK shares in Q3 2014, an estimated $577K.
  • KOFAX LIMITED COM STK made up 3.03% of JWest's portfolio in Q3 2014, its #11 holding.
  • JWest first reported a position in KOFAX LIMITED COM STK in Q1 2014 and has held it in 3 quarters since.
  • JWest's KOFAX LIMITED COM STK position peaked at $4.5M in Q2 2014.
  • 84 funds tracked by Wall St. Rank held KOFAX LIMITED COM STK as of Q3 2014.

Based on JWest's 13F filing for Q3 2014, filed 12 Nov 2014.