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Peloton Wealth Strategists’s Kite Realty KRG Stock Holding History

Peloton Wealth Strategists’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,500
Closed -$84K – 84
2014
Q1 		$84K Hold
3,500
– – 0.07% 79
2013
Q4 		$92K Hold
3,500
– – 0.07% 75
2013
Q3 		$83K Hold
3,500
– – 0.07% 74
2013
Q2 		$84K Buy
+3,500
New +$88.7K 0.08% 75

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peloton Wealth Strategists's KRG Position: Q2 2014 in Review

Peloton Wealth Strategists sold out of Kite Realty (KRG) in Q2 2014, closing a stake of 3,500 shares — an estimated $84K sold.

Peloton Wealth Strategists first reported a position in KRG in Q2 2013 and held it in 4 quarters. The position peaked at $92K in Q4 2013. 170 funds tracked by Wall St. Rank hold KRG as of Q2 2014.

  • Peloton Wealth Strategists reported no remaining Kite Realty position as of Q2 2014 after selling out during the quarter.
  • Peloton Wealth Strategists sold 3,500 Kite Realty shares in Q2 2014, an estimated $84K.
  • Peloton Wealth Strategists first reported a position in Kite Realty in Q2 2013 and held it in 4 quarters.
  • Peloton Wealth Strategists's Kite Realty position peaked at $92K in Q4 2013.
  • 170 funds tracked by Wall St. Rank held Kite Realty as of Q2 2014.

Based on Peloton Wealth Strategists's 13F filing for Q2 2014, filed 31 Jul 2014.