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Meridian Wealth Management’s Kohl's KSS Stock Holding History

Meridian Wealth Management’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
2018
Q1 		– Sell
-7,508
Closed -$345K – 189
2017
Q4 		$345K Buy
7,508
+47
+0.6% +$2.16K 0.21% 111
2017
Q3 		$340K Buy
+7,461
New +$306K 0.22% 108

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Management's KSS Position: Q1 2018 in Review

Meridian Wealth Management sold out of Kohl's (KSS) in Q1 2018, closing a stake of 7,508 shares — an estimated $345K sold.

Meridian Wealth Management first reported a position in KSS in Q3 2017 and held it in 2 quarters. The position peaked at $345K in Q4 2017. 611 funds tracked by Wall St. Rank hold KSS as of Q1 2018.

  • Meridian Wealth Management reported no remaining Kohl's position as of Q1 2018 after selling out during the quarter.
  • Meridian Wealth Management sold 7,508 Kohl's shares in Q1 2018, an estimated $345K.
  • Meridian Wealth Management first reported a position in Kohl's in Q3 2017 and held it in 2 quarters.
  • Meridian Wealth Management's Kohl's position peaked at $345K in Q4 2017.
  • 611 funds tracked by Wall St. Rank held Kohl's as of Q1 2018.

Based on Meridian Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.