National Penn Investors Trust’s Kearny Financial KRNY Stock Holding History

National Penn Investors Trust’s Portfolio KRNY Stock Details KRNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1.22M	Hold	99,089	–	–	0.14%	110
2015 Q4	$1.25M	Hold	99,089	–	–	0.14%	111
2015 Q3	$1.14M	Hold	99,089	–	–	0.13%	111
2015 Q2	$1.11M	Hold	99,089	–	–	0.12%	113
2015 Q1	$975K	Hold	99,089	–	–	0.1%	120
2014 Q4	$987K	Hold	99,089	–	–	0.11%	109
2014 Q3	$957K	Hold	99,089	–	–	0.11%	112
2014 Q2	$1.09M	Hold	99,089	–	–	0.13%	105
2014 Q1	$1.06M	Hold	99,089	–	–	0.13%	107
2013 Q4	$835K	Hold	99,089	–	–	0.09%	122
2013 Q3	$734K	Hold	99,089	–	–	0.09%	123
2013 Q2	$753K	Buy	+99,089	New	+$721K	0.1%	125

Other funds holding KRNY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

National Penn Investors Trust's KRNY Position: Q1 2016 in Review

National Penn Investors Trust held its Kearny Financial (KRNY) position steady in Q1 2016 at 99,089 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #110.

National Penn Investors Trust first reported a position in KRNY in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.25M in Q4 2015. 125 funds tracked by Wall St. Rank hold KRNY as of Q1 2016.

National Penn Investors Trust held 99,089 shares of Kearny Financial worth $1.22M as of Q1 2016.
National Penn Investors Trust left its Kearny Financial share count unchanged in Q1 2016.
Kearny Financial made up 0.14% of National Penn Investors Trust's portfolio in Q1 2016, its #110 holding.
National Penn Investors Trust first reported a position in Kearny Financial in Q2 2013 and has held it in 12 quarters since.
National Penn Investors Trust's Kearny Financial position peaked at $1.25M in Q4 2015.
125 funds tracked by Wall St. Rank held Kearny Financial as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.