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McQueen Ball & Associates’s Kemper KMPR Stock Holding History

McQueen Ball & Associates’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$548K Hold
8,250
– – 0.35% 65
2018
Q3 		$664K Hold
8,250
– – 0.38% 61
2018
Q2 		$624K Hold
8,250
– – 0.38% 62
2018
Q1 		$470K Hold
8,250
– – 0.29% 76
2017
Q4 		$568K Hold
8,250
– – 0.34% 68
2017
Q3 		$437K Hold
8,250
– – 0.28% 73
2017
Q2 		$318K Hold
8,250
– – 0.21% 80
2017
Q1 		$329 Hold
8,250
– – 0.18% 79
2016
Q4 		$365K Hold
8,250
– – 0.24% 75
2016
Q3 		$324K Hold
8,250
– – 0.22% 79
2016
Q2 		$256K Buy
+8,250
New +$257K 0.18% 87

Other funds holding KMPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McQueen Ball & Associates's KMPR Position: Q4 2018 in Review

McQueen Ball & Associates held its Kemper (KMPR) position steady in Q4 2018 at 8,250 shares worth $548K. The position accounts for 0.35% of the portfolio, ranked #65.

McQueen Ball & Associates first reported a position in KMPR in Q2 2016 and has held it in 11 quarters since. The position peaked at $664K in Q3 2018. 233 funds tracked by Wall St. Rank hold KMPR as of Q4 2018.

  • McQueen Ball & Associates held 8,250 shares of Kemper worth $548K as of Q4 2018.
  • McQueen Ball & Associates left its Kemper share count unchanged in Q4 2018.
  • Kemper made up 0.35% of McQueen Ball & Associates's portfolio in Q4 2018, its #65 holding.
  • McQueen Ball & Associates first reported a position in Kemper in Q2 2016 and has held it in 11 quarters since.
  • McQueen Ball & Associates's Kemper position peaked at $664K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Kemper as of Q4 2018.

Based on McQueen Ball & Associates's 13F filing for Q4 2018, filed 3 Jan 2019.