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Laurel Wealth Advisors (California)’s Kingstone Companies KINS Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio KINS Stock Details KINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-49,783
Closed -$424K – 470
2019
Q3 		$424K Sell
49,783
-5,000
-9% -$42.4K 0.07% 284
2019
Q2 		$474K Sell
54,783
-36,317
-40% -$387K 0.1% 212
2019
Q1 		$1.34M Buy
91,100
+4,100
+5% +$66.8K 0.33% 86
2018
Q4 		$1.54M Buy
87,000
+950
+1% +$15.9K 0.45% 57
2018
Q3 		$1.63M Hold
86,050
– – 0.4% 61
2018
Q2 		$1.45M Sell
86,050
-200
-0.2% -$3.46K 0.39% 73
2018
Q1 		$1.45M Sell
86,250
-650
-0.7% -$12.8K 0.45% 60
2017
Q4 		$1.63M Hold
86,900
– – 0.47% 59
2017
Q3 		$1.42M Buy
86,900
+50
+0.1% +$773 0.47% 60
2017
Q2 		$1.33M Buy
86,850
+7,730
+10% +$117K 0.47% 62
2017
Q1 		$1.26M Buy
79,120
+49,550
+168% +$683K 0.49% 63
2016
Q4 		$406K Buy
+29,570
New +$342K 0.18% 142

Other funds holding KINS

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Laurel Wealth Advisors (California)'s KINS Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Kingstone Companies (KINS) in Q4 2019, closing a stake of 49,783 shares — an estimated $424K sold.

Laurel Wealth Advisors (California) first reported a position in KINS in Q4 2016 and held it in 12 quarters. The position peaked at $1.63M in Q3 2018. 47 funds tracked by Wall St. Rank hold KINS as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining Kingstone Companies position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 49,783 Kingstone Companies shares in Q4 2019, an estimated $424K.
  • Laurel Wealth Advisors (California) first reported a position in Kingstone Companies in Q4 2016 and held it in 12 quarters.
  • Laurel Wealth Advisors (California)'s Kingstone Companies position peaked at $1.63M in Q3 2018.
  • 47 funds tracked by Wall St. Rank held Kingstone Companies as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.