Kaizen Advisory’s Encore Wire Corp WIRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$862K Sell
17,170
-3,319
-16% -$157K 0.6% 22
2018
Q3
$1.03M Buy
+20,489
New +$1.02M 0.54% 53

Other funds holding WIRE

Kaizen Advisory's WIRE Position: Q4 2018 in Review

Kaizen Advisory reduced its Encore Wire Corp (WIRE) stake by 16% in Q4 2018, selling an estimated $157K and leaving 17,170 shares worth $862K. The position accounts for 0.6% of the portfolio, ranked #22.

Kaizen Advisory first reported a position in WIRE in Q3 2018 and has held it in 2 quarters since. The position peaked at $1.03M in Q3 2018. 152 funds tracked by Wall St. Rank hold WIRE as of Q4 2018.

  • Kaizen Advisory held 17,170 shares of Encore Wire Corp worth $862K as of Q4 2018.
  • Kaizen Advisory sold 3,319 Encore Wire Corp shares in Q4 2018, an estimated $157K.
  • Encore Wire Corp made up 0.6% of Kaizen Advisory's portfolio in Q4 2018, its #22 holding.
  • Kaizen Advisory first reported a position in Encore Wire Corp in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Encore Wire Corp position peaked at $1.03M in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Encore Wire Corp as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.