Moller Wealth Partners’s Kennametal KMT Stock Holding History

Moller Wealth Partners’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-6,000	Closed	-$222K	–	49
2019 Q2	$222K	Hold	6,000	–	–	0.11%	46
2019 Q1	$221K	Hold	6,000	–	–	0.1%	51
2018 Q4	$212K	Hold	6,000	–	–	0.14%	58
2018 Q3	$261K	Hold	6,000	–	–	0.11%	40
2018 Q2	$215K	Hold	6,000	–	–	0.08%	40
2018 Q1	$241K	Hold	6,000	–	–	0.1%	39
2017 Q4	$290K	Hold	6,000	–	–	0.11%	40
2017 Q3	$242K	Hold	6,000	–	–	0.09%	41
2017 Q2	$225K	Hold	6,000	–	–	0.09%	45
2017 Q1	$235K	Buy	+6,000	New	+$221K	0.1%	41
2015 Q3	–	Sell	-6,000	Closed	-$205K	–	38
2015 Q2	$205K	Hold	6,000	–	–	0.09%	40
2015 Q1	$202K	Hold	6,000	–	–	0.09%	44
2014 Q4	$215K	Hold	6,000	–	–	0.11%	41
2014 Q3	$248K	Hold	6,000	–	–	0.12%	47
2014 Q2	$278K	Hold	6,000	–	–	0.13%	45
2014 Q1	$266K	Hold	6,000	–	–	0.14%	45
2013 Q4	$312K	Hold	6,000	–	–	0.17%	40
2013 Q3	$274K	Hold	6,000	–	–	0.17%	40
2013 Q2	$233K	Buy	+6,000	New	+$240K	0.17%	41

Other funds holding KMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Moller Wealth Partners's KMT Position: Q3 2019 in Review

Moller Wealth Partners sold out of Kennametal (KMT) in Q3 2019, closing a stake of 6,000 shares — an estimated $222K sold.

Moller Wealth Partners first reported a position in KMT in Q2 2013 and held it in 19 quarters. The position peaked at $312K in Q4 2013. 244 funds tracked by Wall St. Rank hold KMT as of Q3 2019.

Moller Wealth Partners reported no remaining Kennametal position as of Q3 2019 after selling out during the quarter.
Moller Wealth Partners sold 6,000 Kennametal shares in Q3 2019, an estimated $222K.
Moller Wealth Partners first reported a position in Kennametal in Q2 2013 and held it in 19 quarters.
Moller Wealth Partners's Kennametal position peaked at $312K in Q4 2013.
244 funds tracked by Wall St. Rank held Kennametal as of Q3 2019.

Based on Moller Wealth Partners's 13F filing for Q3 2019, filed 18 Oct 2019.