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Mark Sheptoff Financial Planning’s Kohl's KSS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-18
Closed -$1K – 424
2015
Q2 		$1K Buy
+18
New +$1.25K ﹤0.01% 361

Other funds holding KSS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mark Sheptoff Financial Planning's KSS Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Kohl's (KSS) in Q3 2015, closing a stake of 18 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in KSS in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 577 funds tracked by Wall St. Rank hold KSS as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Kohl's position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 18 Kohl's shares in Q3 2015, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Kohl's in Q2 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Kohl's position peaked at $1K in Q2 2015.
  • 577 funds tracked by Wall St. Rank held Kohl's as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.