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KCM Investment Advisors’s Franklin Covey FC Stock Holding History

KCM Investment Advisors’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,000
Closed -$202K – 533
2017
Q1 		$202K Hold
10,000
– – 0.01% 524
2016
Q4 		$202K Hold
10,000
– – 0.01% 516
2016
Q3 		$178K Hold
10,000
– – 0.01% 520
2016
Q2 		$153K Buy
+10,000
New +$155K 0.01% 508

Other funds holding FC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

KCM Investment Advisors's FC Position: Q2 2017 in Review

KCM Investment Advisors sold out of Franklin Covey (FC) in Q2 2017, closing a stake of 10,000 shares — an estimated $202K sold.

KCM Investment Advisors first reported a position in FC in Q2 2016 and held it in 4 quarters. The position peaked at $202K in Q1 2017. 58 funds tracked by Wall St. Rank hold FC as of Q2 2017.

  • KCM Investment Advisors reported no remaining Franklin Covey position as of Q2 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 10,000 Franklin Covey shares in Q2 2017, an estimated $202K.
  • KCM Investment Advisors first reported a position in Franklin Covey in Q2 2016 and held it in 4 quarters.
  • KCM Investment Advisors's Franklin Covey position peaked at $202K in Q1 2017.
  • 58 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2017.

Based on KCM Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.