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Kanaly Trust’s Urban Outfitters URBN Stock Holding History

Kanaly Trust’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$4K Buy
156
+19
+14% +$641 ﹤0.01% 709
2016
Q3 		$5K Sell
137
-27
-16% -$885 ﹤0.01% 654
2016
Q2 		$5K Sell
164
-24
-13% -$689 ﹤0.01% 654
2016
Q1 		$6K Buy
+188
New +$4.97K ﹤0.01% 637

Other funds holding URBN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Kanaly Trust's URBN Position: Q4 2016 in Review

Kanaly Trust increased its Urban Outfitters (URBN) stake by 14% in Q4 2016, buying an estimated $641 and bringing the position to 156 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Kanaly Trust first reported a position in URBN in Q1 2016 and has held it in 4 quarters since. The position peaked at $6K in Q1 2016. 311 funds tracked by Wall St. Rank hold URBN as of Q4 2016.

  • Kanaly Trust held 156 shares of Urban Outfitters worth $4K as of Q4 2016.
  • Kanaly Trust bought 19 Urban Outfitters shares in Q4 2016, an estimated $641.
  • Urban Outfitters made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #709 holding.
  • Kanaly Trust first reported a position in Urban Outfitters in Q1 2016 and has held it in 4 quarters since.
  • Kanaly Trust's Urban Outfitters position peaked at $6K in Q1 2016.
  • 311 funds tracked by Wall St. Rank held Urban Outfitters as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.