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Obermeyer Wealth Partners’s Key Tronic KTCC Stock Holding History

Obermeyer Wealth Partners’s Portfolio KTCC Stock Details KTCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,100
Closed -$72K – 124
2017
Q2 		$72K Hold
10,100
– – 0.01% 126
2017
Q1 		$74K Sell
10,100
-11,900
-54% -$90.1K 0.01% 127
2016
Q4 		$172K Hold
22,000
– – 0.02% 129
2016
Q3 		$164K Buy
+22,000
New +$166K 0.02% 127

Other funds holding KTCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

Obermeyer Wealth Partners's KTCC Position: Q3 2017 in Review

Obermeyer Wealth Partners sold out of Key Tronic (KTCC) in Q3 2017, closing a stake of 10,100 shares — an estimated $72K sold.

Obermeyer Wealth Partners first reported a position in KTCC in Q3 2016 and held it in 4 quarters. The position peaked at $172K in Q4 2016. 34 funds tracked by Wall St. Rank hold KTCC as of Q3 2017.

  • Obermeyer Wealth Partners reported no remaining Key Tronic position as of Q3 2017 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 10,100 Key Tronic shares in Q3 2017, an estimated $72K.
  • Obermeyer Wealth Partners first reported a position in Key Tronic in Q3 2016 and held it in 4 quarters.
  • Obermeyer Wealth Partners's Key Tronic position peaked at $172K in Q4 2016.
  • 34 funds tracked by Wall St. Rank held Key Tronic as of Q3 2017.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2017, filed 2 Nov 2017.