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Omnia Family Wealth’s KBR KBR Stock Holding History

Omnia Family Wealth’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-145
Closed -$2K – 654
2017
Q2 		$2K Hold
145
– – ﹤0.01% 599
2017
Q1 		$2K Hold
145
– – ﹤0.01% 592
2016
Q4 		$2K Buy
+145
New +$2.31K ﹤0.01% 597

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Omnia Family Wealth's KBR Position: Q3 2017 in Review

Omnia Family Wealth sold out of KBR (KBR) in Q3 2017, closing a stake of 145 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in KBR in Q4 2016 and held it in 3 quarters. The position peaked at $2K in Q2 2017. 218 funds tracked by Wall St. Rank hold KBR as of Q3 2017.

  • Omnia Family Wealth reported no remaining KBR position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 145 KBR shares in Q3 2017, an estimated $2K.
  • Omnia Family Wealth first reported a position in KBR in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's KBR position peaked at $2K in Q2 2017.
  • 218 funds tracked by Wall St. Rank held KBR as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.