MYIA
KAMN

Mount Yale Investment Advisors’s Kaman Corp KAMN Stock Holding History

Mount Yale Investment Advisors’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,242
Closed -$136K – 825
2018
Q3 		$136K Buy
2,242
+99
+5% +$6.55K 0.02% 353
2018
Q2 		$149K Sell
2,143
-569
-21% -$38.5K 0.03% 352
2018
Q1 		$168K Buy
+2,712
New +$166K 0.04% 315

Other funds holding KAMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's KAMN Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Kaman Corp (KAMN) in Q4 2018, closing a stake of 2,242 shares — an estimated $136K sold.

Mount Yale Investment Advisors first reported a position in KAMN in Q1 2018 and held it in 3 quarters. The position peaked at $168K in Q1 2018. 184 funds tracked by Wall St. Rank hold KAMN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Kaman Corp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,242 Kaman Corp shares in Q4 2018, an estimated $136K.
  • Mount Yale Investment Advisors first reported a position in Kaman Corp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Kaman Corp position peaked at $168K in Q1 2018.
  • 184 funds tracked by Wall St. Rank held Kaman Corp as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.