RI
KONA

Redwood Investments’s Kona Grill, Inc. KONA Stock Holding History

Redwood Investments’s Portfolio KONA Stock Details KONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,971
Closed -$203K – 209
2013
Q4 		$203K Sell
10,971
-5,979
-35% -$87.3K 0.03% 123
2013
Q3 		$197K Buy
+16,950
New +$207K 0.03% 122

Other funds holding KONA

CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Redwood Investments's KONA Position: Q1 2014 in Review

Redwood Investments sold out of Kona Grill, Inc. (KONA) in Q1 2014, closing a stake of 10,971 shares — an estimated $203K sold.

Redwood Investments first reported a position in KONA in Q3 2013 and held it in 2 quarters. The position peaked at $203K in Q4 2013. 44 funds tracked by Wall St. Rank hold KONA as of Q1 2014.

  • Redwood Investments reported no remaining Kona Grill, Inc. position as of Q1 2014 after selling out during the quarter.
  • Redwood Investments sold 10,971 Kona Grill, Inc. shares in Q1 2014, an estimated $203K.
  • Redwood Investments first reported a position in Kona Grill, Inc. in Q3 2013 and held it in 2 quarters.
  • Redwood Investments's Kona Grill, Inc. position peaked at $203K in Q4 2013.
  • 44 funds tracked by Wall St. Rank held Kona Grill, Inc. as of Q1 2014.

Based on Redwood Investments's 13F filing for Q1 2014, filed 30 Apr 2014.