OIA
KMT icon

Optimum Investment Advisors’s Kennametal KMT Stock Holding History

Optimum Investment Advisors’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,625
Closed -$75K – 944
2014
Q2 		$75K Hold
1,625
– – 0.02% 394
2014
Q1 		$72K Hold
1,625
– – 0.03% 343
2013
Q4 		$85K Sell
1,625
-250
-13% -$11.8K 0.03% 313
2013
Q3 		$86K Buy
+1,875
New +$81.4K 0.04% 299

Other funds holding KMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Optimum Investment Advisors's KMT Position: Q3 2014 in Review

Optimum Investment Advisors sold out of Kennametal (KMT) in Q3 2014, closing a stake of 1,625 shares — an estimated $75K sold.

Optimum Investment Advisors first reported a position in KMT in Q3 2013 and held it in 4 quarters. The position peaked at $86K in Q3 2013. 228 funds tracked by Wall St. Rank hold KMT as of Q3 2014.

  • Optimum Investment Advisors reported no remaining Kennametal position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,625 Kennametal shares in Q3 2014, an estimated $75K.
  • Optimum Investment Advisors first reported a position in Kennametal in Q3 2013 and held it in 4 quarters.
  • Optimum Investment Advisors's Kennametal position peaked at $86K in Q3 2013.
  • 228 funds tracked by Wall St. Rank held Kennametal as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.