RA
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Rational Advisors’s Quaker Houghton KWR Stock Holding History

Rational Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$1.85M Sell
24,000
-3,000
-11% -$248K 0.78% 53
2015
Q2 		$2.4M Sell
27,000
-13,000
-33% -$1.12M 0.81% 46
2015
Q1 		$3.43M Sell
40,000
-17,000
-30% -$1.42M 0.87% 36
2014
Q4 		$5.25M Buy
+57,000
New +$4.59M 1.08% 22
2013
Q4 		$6.86M Buy
89,000
+4,000
+5% +$307K 0.59% 35
2013
Q3 		$6.21M Hold
85,000
– – 0.51% 39
2013
Q2 		$5.27M Buy
+85,000
New +$5.25M 0.45% 61

Other funds holding KWR

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return