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Lucus Advisors’s Kennametal KMT Stock Holding History

Lucus Advisors’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-16,265
Closed -$312K – 319
2015
Q4 		$312K Buy
16,265
+396
+2% +$10.2K 0.19% 244
2015
Q3 		$395K Buy
15,869
+4,469
+39% +$134K 0.22% 270
2015
Q2 		$389K Buy
+11,400
New +$409K 0.19% 305

Other funds holding KMT

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Lucus Advisors's KMT Position: Q1 2016 in Review

Lucus Advisors sold out of Kennametal (KMT) in Q1 2016, closing a stake of 16,265 shares — an estimated $312K sold.

Lucus Advisors first reported a position in KMT in Q2 2015 and held it in 3 quarters. The position peaked at $395K in Q3 2015. 233 funds tracked by Wall St. Rank hold KMT as of Q1 2016.

  • Lucus Advisors reported no remaining Kennametal position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 16,265 Kennametal shares in Q1 2016, an estimated $312K.
  • Lucus Advisors first reported a position in Kennametal in Q2 2015 and held it in 3 quarters.
  • Lucus Advisors's Kennametal position peaked at $395K in Q3 2015.
  • 233 funds tracked by Wall St. Rank held Kennametal as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.