Principal Financial Group
KLXE icon

Principal Financial Group’s KLX Energy Services KLXE Stock Holding History

Principal Financial Group’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-31,877
Closed -$112K – 2342
2020
Q1 		$112K Sell
31,877
-1,319
-4% -$21.2K ﹤0.01% 2110
2019
Q4 		$1.07M Buy
33,196
+56
+0.2% +$2.08K ﹤0.01% 1821
2019
Q3 		$1.43M Sell
33,140
-3,992
-11% -$266K ﹤0.01% 1774
2019
Q2 		$3.79M Buy
37,132
+1,193
+3% +$145K ﹤0.01% 1606
2019
Q1 		$4.52M Sell
35,939
-371
-1% -$49.2K ﹤0.01% 1578
2018
Q4 		$4.26M Buy
36,310
+3,534
+11% +$490K ﹤0.01% 1558
2018
Q3 		$5.25M Buy
+32,776
New +$4.92M ﹤0.01% 1595

Other funds holding KLXE

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCA
Otter Creek Advisors Palm Beach Gardens, Florida $101M AUM 29.92% 1-Year Est. Return
PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

Principal Financial Group's KLXE Position: Q2 2020 in Review

Principal Financial Group sold out of KLX Energy Services (KLXE) in Q2 2020, closing a stake of 31,877 shares — an estimated $112K sold.

Principal Financial Group first reported a position in KLXE in Q3 2018 and held it in 7 quarters. The position peaked at $5.25M in Q3 2018. 73 funds tracked by Wall St. Rank hold KLXE as of Q2 2020.

  • Principal Financial Group reported no remaining KLX Energy Services position as of Q2 2020 after selling out during the quarter.
  • Principal Financial Group sold 31,877 KLX Energy Services shares in Q2 2020, an estimated $112K.
  • Principal Financial Group first reported a position in KLX Energy Services in Q3 2018 and held it in 7 quarters.
  • Principal Financial Group's KLX Energy Services position peaked at $5.25M in Q3 2018.
  • 73 funds tracked by Wall St. Rank held KLX Energy Services as of Q2 2020.

Based on Principal Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.