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Kelleher Financial Advisors’s KBR KBR Stock Holding History

Kelleher Financial Advisors’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-21,961
Closed -$393K – 82
2017
Q3 		$393K Buy
21,961
+6
+0% +$97 0.83% 41
2017
Q2 		$334K Buy
21,955
+2,306
+12% +$34.2K 0.64% 54
2017
Q1 		$295K Buy
19,649
+404
+2% +$6.42K 0.63% 55
2016
Q4 		$321K Buy
19,245
+380
+2% +$6.05K 0.18% 101
2016
Q3 		$285K Buy
18,865
+2,160
+13% +$31.8K 0.16% 104
2016
Q2 		$221K Buy
16,705
+1,085
+7% +$15.7K 0.13% 117
2016
Q1 		$241K Buy
+15,620
New +$221K 0.13% 135

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kelleher Financial Advisors's KBR Position: Q4 2017 in Review

Kelleher Financial Advisors sold out of KBR (KBR) in Q4 2017, closing a stake of 21,961 shares — an estimated $393K sold.

Kelleher Financial Advisors first reported a position in KBR in Q1 2016 and held it in 7 quarters. The position peaked at $393K in Q3 2017. 238 funds tracked by Wall St. Rank hold KBR as of Q4 2017.

  • Kelleher Financial Advisors reported no remaining KBR position as of Q4 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 21,961 KBR shares in Q4 2017, an estimated $393K.
  • Kelleher Financial Advisors first reported a position in KBR in Q1 2016 and held it in 7 quarters.
  • Kelleher Financial Advisors's KBR position peaked at $393K in Q3 2017.
  • 238 funds tracked by Wall St. Rank held KBR as of Q4 2017.

Based on Kelleher Financial Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.