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Mountain Capital Investment Advisors’s Kroger KR Stock Holding History

Mountain Capital Investment Advisors’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-189
Closed -$4K – 240
2017
Q3 		$4K Sell
189
-5,286
-97% -$119K ﹤0.01% 362
2017
Q2 		$128K Buy
+5,475
New +$155K 0.13% 54

Other funds holding KR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mountain Capital Investment Advisors's KR Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Kroger (KR) in Q4 2017, closing a stake of 189 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in KR in Q2 2017 and held it in 2 quarters. The position peaked at $128K in Q2 2017. 781 funds tracked by Wall St. Rank hold KR as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Kroger position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 189 Kroger shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in Kroger in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Kroger position peaked at $128K in Q2 2017.
  • 781 funds tracked by Wall St. Rank held Kroger as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.