NGA
KOP icon

Naples Global Advisors’s Koppers KOP Stock Holding History

Naples Global Advisors’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,925
Closed -$271K – 256
2013
Q4 		$271K Buy
+5,925
New +$269K 0.18% 203

Other funds holding KOP

SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Naples Global Advisors's KOP Position: Q1 2014 in Review

Naples Global Advisors sold out of Koppers (KOP) in Q1 2014, closing a stake of 5,925 shares — an estimated $271K sold.

Naples Global Advisors first reported a position in KOP in Q4 2013 and held it in 1 quarter. The position peaked at $271K in Q4 2013. 158 funds tracked by Wall St. Rank hold KOP as of Q1 2014.

  • Naples Global Advisors reported no remaining Koppers position as of Q1 2014 after selling out during the quarter.
  • Naples Global Advisors sold 5,925 Koppers shares in Q1 2014, an estimated $271K.
  • Naples Global Advisors first reported a position in Koppers in Q4 2013 and held it in 1 quarter.
  • Naples Global Advisors's Koppers position peaked at $271K in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Koppers as of Q1 2014.

Based on Naples Global Advisors's 13F filing for Q1 2014, filed 7 Apr 2014.