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Lumbard & Kellner’s KBR KBR Stock Holding History

Lumbard & Kellner’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-115,314
Closed -$1.67M – 85
2015
Q1 		$1.67M Sell
115,314
-1,725
-1% -$28K 1.2% 31
2014
Q4 		$1.98M Sell
117,039
-765
-0.6% -$13.7K 1.4% 32
2014
Q3 		$2.22M Buy
117,804
+2,700
+2% +$58.6K 1.57% 23
2014
Q2 		$2.75M Buy
+115,104
New +$2.89M 1.96% 18

Other funds holding KBR

HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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

Lumbard & Kellner's KBR Position: Q2 2015 in Review

Lumbard & Kellner sold out of KBR (KBR) in Q2 2015, closing a stake of 115,314 shares — an estimated $1.67M sold.

Lumbard & Kellner first reported a position in KBR in Q2 2014 and held it in 4 quarters. The position peaked at $2.75M in Q2 2014. 241 funds tracked by Wall St. Rank hold KBR as of Q2 2015.

  • Lumbard & Kellner reported no remaining KBR position as of Q2 2015 after selling out during the quarter.
  • Lumbard & Kellner sold 115,314 KBR shares in Q2 2015, an estimated $1.67M.
  • Lumbard & Kellner first reported a position in KBR in Q2 2014 and held it in 4 quarters.
  • Lumbard & Kellner's KBR position peaked at $2.75M in Q2 2014.
  • 241 funds tracked by Wall St. Rank held KBR as of Q2 2015.

Based on Lumbard & Kellner's 13F filing for Q2 2015, filed 14 Aug 2015.