PPA
KCLI

Parametric Portfolio Associates’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History

Parametric Portfolio Associates’s Portfolio KCLI Stock Details KCLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-20,538
Closed -$786K – 4122
2015
Q4 		$786K Sell
20,538
-3,391
-14% -$162K ﹤0.01% 2970
2015
Q3 		$1.12M Buy
23,929
+2,807
+13% +$130K ﹤0.01% 2243
2015
Q2 		$965K Sell
21,122
-219
-1% -$9.89K ﹤0.01% 2834
2015
Q1 		$980K Buy
21,341
+1,815
+9% +$84.3K ﹤0.01% 2803
2014
Q4 		$938K Buy
19,526
+968
+5% +$46.1K ﹤0.01% 2832
2014
Q3 		$823K Buy
18,558
+162
+0.9% +$7.37K ﹤0.01% 2848
2014
Q2 		$837K Sell
18,396
-788
-4% -$34.3K ﹤0.01% 2844
2014
Q1 		$925K Sell
19,184
-391
-2% -$18.9K ﹤0.01% 2737
2013
Q4 		$935K Sell
19,575
-429
-2% -$20.1K ﹤0.01% 2724
2013
Q3 		$885K Buy
20,004
+1,732
+9% +$74.5K ﹤0.01% 2674
2013
Q2 		$699K Buy
+18,272
New +$679K ﹤0.01% 2714

Other funds holding KCLI

GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

Parametric Portfolio Associates's KCLI Position: Q1 2016 in Review

Parametric Portfolio Associates sold out of KANSAS CITY LIFE INS CO NEW (MO) (KCLI) in Q1 2016, closing a stake of 20,538 shares — an estimated $786K sold.

Parametric Portfolio Associates first reported a position in KCLI in Q2 2013 and held it in 11 quarters. The position peaked at $1.12M in Q3 2015. 9 funds tracked by Wall St. Rank hold KCLI as of Q1 2016.

  • Parametric Portfolio Associates reported no remaining KANSAS CITY LIFE INS CO NEW (MO) position as of Q1 2016 after selling out during the quarter.
  • Parametric Portfolio Associates sold 20,538 KANSAS CITY LIFE INS CO NEW (MO) shares in Q1 2016, an estimated $786K.
  • Parametric Portfolio Associates first reported a position in KANSAS CITY LIFE INS CO NEW (MO) in Q2 2013 and held it in 11 quarters.
  • Parametric Portfolio Associates's KANSAS CITY LIFE INS CO NEW (MO) position peaked at $1.12M in Q3 2015.
  • 9 funds tracked by Wall St. Rank held KANSAS CITY LIFE INS CO NEW (MO) as of Q1 2016.

Based on Parametric Portfolio Associates's 13F filing for Q1 2016, filed 13 May 2016.