Newport Wealth Strategies’s Kroger KR Stock Holding History

Newport Wealth Strategies’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
2018 Q1	–	Sell	-6,739	Closed	-$205K	–	100
2017 Q4	$205K	Buy	+6,739	New	+$157K	0.15%	103

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Wealth Strategies's KR Position: Q1 2018 in Review

Newport Wealth Strategies sold out of Kroger (KR) in Q1 2018, closing a stake of 6,739 shares — an estimated $205K sold.

Newport Wealth Strategies first reported a position in KR in Q4 2017 and held it in 1 quarter. The position peaked at $205K in Q4 2017. 739 funds tracked by Wall St. Rank hold KR as of Q1 2018.

Newport Wealth Strategies reported no remaining Kroger position as of Q1 2018 after selling out during the quarter.
Newport Wealth Strategies sold 6,739 Kroger shares in Q1 2018, an estimated $205K.
Newport Wealth Strategies first reported a position in Kroger in Q4 2017 and held it in 1 quarter.
Newport Wealth Strategies's Kroger position peaked at $205K in Q4 2017.
739 funds tracked by Wall St. Rank held Kroger as of Q1 2018.

Based on Newport Wealth Strategies's 13F filing for Q1 2018, filed 8 May 2018.