MGIA
KSS icon

Moneta Group Investment Advisors’s Kohl's KSS Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-50
Closed -$3K – 531
2018
Q1 		$3K Hold
50
– – ﹤0.01% 548
2017
Q4 		$3K Buy
+50
New +$2.3K ﹤0.01% 388
2017
Q1 		– Sell
-4,500
Closed -$222K – 166
2016
Q4 		$222K Buy
+4,500
New +$223K 0.05% 154
2015
Q4 		– Sell
-369
Closed -$17K – 290
2015
Q3 		$17K Buy
+369
New +$20.8K ﹤0.01% 346

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moneta Group Investment Advisors's KSS Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Kohl's (KSS) in Q2 2018, closing a stake of 50 shares — an estimated $3K sold.

Moneta Group Investment Advisors first reported a position in KSS in Q3 2015 and held it in 4 quarters. The position peaked at $222K in Q4 2016. 621 funds tracked by Wall St. Rank hold KSS as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Kohl's position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 50 Kohl's shares in Q2 2018, an estimated $3K.
  • Moneta Group Investment Advisors first reported a position in Kohl's in Q3 2015 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Kohl's position peaked at $222K in Q4 2016.
  • 621 funds tracked by Wall St. Rank held Kohl's as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.