KF
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Krilogy Financial’s MKS Inc MKSI Stock Holding History

Krilogy Financial’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$24K – 464
2018
Q3 		$24K Buy
+300
New +$27.4K 0.01% 400
2018
Q2 		– Sell
-1,000
Closed -$116K – 444
2018
Q1 		$116K Sell
1,000
-525
-34% -$57.6K 0.03% 212
2017
Q4 		$144K Hold
1,525
– – 0.03% 180
2017
Q3 		$144K Buy
+1,525
New +$125K 0.04% 201

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Wellington Management Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Krilogy Financial's MKSI Position: Q4 2018 in Review

Krilogy Financial sold out of MKS Inc (MKSI) in Q4 2018, closing a stake of 300 shares — an estimated $24K sold.

Krilogy Financial first reported a position in MKSI in Q3 2017 and held it in 4 quarters. The position peaked at $144K in Q4 2017. 353 funds tracked by Wall St. Rank hold MKSI as of Q4 2018.

  • Krilogy Financial reported no remaining MKS Inc position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 300 MKS Inc shares in Q4 2018, an estimated $24K.
  • Krilogy Financial first reported a position in MKS Inc in Q3 2017 and held it in 4 quarters.
  • Krilogy Financial's MKS Inc position peaked at $144K in Q4 2017.
  • 353 funds tracked by Wall St. Rank held MKS Inc as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.