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King Wealth Management Group’s Cracker Barrel CBRL Stock Holding History

King Wealth Management Group’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,500
Closed -$251K – 127
2017
Q2 		$251K Hold
1,500
– – 0.1% 101
2017
Q1 		$239K Buy
1,500
+300
+25% +$48K 0.1% 108
2016
Q4 		$200K Buy
+1,200
New +$181K 0.09% 116

Other funds holding CBRL

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

King Wealth Management Group's CBRL Position: Q3 2017 in Review

King Wealth Management Group sold out of Cracker Barrel (CBRL) in Q3 2017, closing a stake of 1,500 shares — an estimated $251K sold.

King Wealth Management Group first reported a position in CBRL in Q4 2016 and held it in 3 quarters. The position peaked at $251K in Q2 2017. 325 funds tracked by Wall St. Rank hold CBRL as of Q3 2017.

  • King Wealth Management Group reported no remaining Cracker Barrel position as of Q3 2017 after selling out during the quarter.
  • King Wealth Management Group sold 1,500 Cracker Barrel shares in Q3 2017, an estimated $251K.
  • King Wealth Management Group first reported a position in Cracker Barrel in Q4 2016 and held it in 3 quarters.
  • King Wealth Management Group's Cracker Barrel position peaked at $251K in Q2 2017.
  • 325 funds tracked by Wall St. Rank held Cracker Barrel as of Q3 2017.

Based on King Wealth Management Group's 13F filing for Q3 2017, filed 13 Nov 2017.