Oak Point Wealth Management’s KLA KLAC Stock Holding History

Oak Point Wealth Management’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-650	Closed	-$7K	–	229
2017 Q4	$7K	Buy	+650	New	+$6.85K	0.01%	162

Other funds holding KLAC

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Oak Point Wealth Management's KLAC Position: Q1 2018 in Review

Oak Point Wealth Management sold out of KLA (KLAC) in Q1 2018, closing a stake of 650 shares — an estimated $7K sold.

Oak Point Wealth Management first reported a position in KLAC in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 618 funds tracked by Wall St. Rank hold KLAC as of Q1 2018.

Oak Point Wealth Management reported no remaining KLA position as of Q1 2018 after selling out during the quarter.
Oak Point Wealth Management sold 650 KLA shares in Q1 2018, an estimated $7K.
Oak Point Wealth Management first reported a position in KLA in Q4 2017 and held it in 1 quarter.
Oak Point Wealth Management's KLA position peaked at $7K in Q4 2017.
618 funds tracked by Wall St. Rank held KLA as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.