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Measured Wealth Private Client Group’s Koppers KOP Stock Holding History

Measured Wealth Private Client Group’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,271
Closed -$40K – 421
2018
Q3 		$40K Buy
+1,271
New +$45.5K 0.02% 402

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

Measured Wealth Private Client Group's KOP Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Koppers (KOP) in Q4 2018, closing a stake of 1,271 shares — an estimated $40K sold.

Measured Wealth Private Client Group first reported a position in KOP in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 143 funds tracked by Wall St. Rank hold KOP as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Koppers position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,271 Koppers shares in Q4 2018, an estimated $40K.
  • Measured Wealth Private Client Group first reported a position in Koppers in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Koppers position peaked at $40K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held Koppers as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.