MAP
KS

Moody Aldrich Partners’s KapStone Paper and Pack Corp. KS Stock Holding History

Moody Aldrich Partners’s Portfolio KS Stock Details KS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-27,440
Closed -$566K – 104
2017
Q2 		$566K Buy
27,440
+6,570
+31% +$141K 0.71% 68
2017
Q1 		$482K Sell
20,870
-34,475
-62% -$796K 0.83% 65
2016
Q4 		$1.22M Sell
55,345
-61,455
-53% -$1.25M 0.79% 62
2016
Q3 		$2.21M Buy
+116,800
New +$1.87M 1.54% 17

Other funds holding KS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Moody Aldrich Partners's KS Position: Q3 2017 in Review

Moody Aldrich Partners sold out of KapStone Paper and Pack Corp. (KS) in Q3 2017, closing a stake of 27,440 shares — an estimated $566K sold.

Moody Aldrich Partners first reported a position in KS in Q3 2016 and held it in 4 quarters. The position peaked at $2.21M in Q3 2016. 217 funds tracked by Wall St. Rank hold KS as of Q3 2017.

  • Moody Aldrich Partners reported no remaining KapStone Paper and Pack Corp. position as of Q3 2017 after selling out during the quarter.
  • Moody Aldrich Partners sold 27,440 KapStone Paper and Pack Corp. shares in Q3 2017, an estimated $566K.
  • Moody Aldrich Partners first reported a position in KapStone Paper and Pack Corp. in Q3 2016 and held it in 4 quarters.
  • Moody Aldrich Partners's KapStone Paper and Pack Corp. position peaked at $2.21M in Q3 2016.
  • 217 funds tracked by Wall St. Rank held KapStone Paper and Pack Corp. as of Q3 2017.

Based on Moody Aldrich Partners's 13F filing for Q3 2017, filed 13 Nov 2017.