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Legacy Private Trust’s KLA KLAC Stock Holding History

Legacy Private Trust’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-72,410
Closed -$570K – 246
2016
Q4 		$570K Sell
72,410
-14,090
-16% -$108K 0.08% 174
2016
Q3 		$603K Buy
86,500
+47,700
+123% +$343K 0.08% 166
2016
Q2 		$284K Buy
+38,800
New +$278K 0.04% 201

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Legacy Private Trust's KLAC Position: Q1 2017 in Review

Legacy Private Trust sold out of KLA (KLAC) in Q1 2017, closing a stake of 72,410 shares — an estimated $570K sold.

Legacy Private Trust first reported a position in KLAC in Q2 2016 and held it in 3 quarters. The position peaked at $603K in Q3 2016. 523 funds tracked by Wall St. Rank hold KLAC as of Q1 2017.

  • Legacy Private Trust reported no remaining KLA position as of Q1 2017 after selling out during the quarter.
  • Legacy Private Trust sold 72,410 KLA shares in Q1 2017, an estimated $570K.
  • Legacy Private Trust first reported a position in KLA in Q2 2016 and held it in 3 quarters.
  • Legacy Private Trust's KLA position peaked at $603K in Q3 2016.
  • 523 funds tracked by Wall St. Rank held KLA as of Q1 2017.

Based on Legacy Private Trust's 13F filing for Q1 2017, filed 11 Apr 2017.