Neumann Capital Management’s Kohl's KSS Stock Holding History

Neumann Capital Management’s Portfolio KSS Stock Details KSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-13,090	Closed	-$573K	–	73
2016 Q3	$573K	Sell	13,090 -4,370	-25%	-$183K	0.38%	55
2016 Q2	$662K	Sell	17,460 -5,500	-24%	-$219K	0.44%	54
2016 Q1	$1.07M	Sell	22,960 -2,300	-9%	-$108K	0.7%	44
2015 Q4	$1.2M	Buy	25,260 +650	+3%	+$30.1K	0.84%	42
2015 Q3	$1.14M	Buy	24,610 +1,170	+5%	+$65.8K	0.81%	41
2015 Q2	$1.47M	Buy	23,440 +590	+3%	+$41K	0.94%	36
2015 Q1	$1.79M	Hold	22,850	–	–	1.14%	30
2014 Q4	$1.4M	Buy	+22,850	New	+$1.32M	0.91%	35

Other funds holding KSS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Neumann Capital Management's KSS Position: Q4 2016 in Review

Neumann Capital Management sold out of Kohl's (KSS) in Q4 2016, closing a stake of 13,090 shares — an estimated $573K sold.

Neumann Capital Management first reported a position in KSS in Q4 2014 and held it in 8 quarters. The position peaked at $1.79M in Q1 2015. 591 funds tracked by Wall St. Rank hold KSS as of Q4 2016.

Neumann Capital Management reported no remaining Kohl's position as of Q4 2016 after selling out during the quarter.
Neumann Capital Management sold 13,090 Kohl's shares in Q4 2016, an estimated $573K.
Neumann Capital Management first reported a position in Kohl's in Q4 2014 and held it in 8 quarters.
Neumann Capital Management's Kohl's position peaked at $1.79M in Q1 2015.
591 funds tracked by Wall St. Rank held Kohl's as of Q4 2016.

Based on Neumann Capital Management's 13F filing for Q4 2016, filed 3 Feb 2017.