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Regal Investment Advisors’s Kennametal KMT Stock Holding History

Regal Investment Advisors’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-45
Closed -$1K – 607
2015
Q3 		$1K Hold
45
– – ﹤0.01% 986
2015
Q2 		$1K Hold
45
– – ﹤0.01% 886
2015
Q1 		$2K Sell
45
-40
-47% -$1.35K ﹤0.01% 908
2014
Q4 		$3K Buy
85
+65
+325% +$2.48K ﹤0.01% 812
2014
Q3 		$1K Hold
20
– – ﹤0.01% 912
2014
Q2 		$1K Hold
20
– – ﹤0.01% 878
2014
Q1 		$1K Hold
20
– – ﹤0.01% 860
2013
Q4 		$1K Sell
20
-315
-94% -$14.9K ﹤0.01% 794
2013
Q3 		$15K Buy
335
+75
+29% +$3.26K 0.01% 522
2013
Q2 		$10K Buy
+260
New +$10.4K 0.01% 584

Other funds holding KMT

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Regal Investment Advisors's KMT Position: Q4 2015 in Review

Regal Investment Advisors sold out of Kennametal (KMT) in Q4 2015, closing a stake of 45 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in KMT in Q2 2013 and held it in 10 quarters. The position peaked at $15K in Q3 2013. 218 funds tracked by Wall St. Rank hold KMT as of Q4 2015.

  • Regal Investment Advisors reported no remaining Kennametal position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 45 Kennametal shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Kennametal in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Kennametal position peaked at $15K in Q3 2013.
  • 218 funds tracked by Wall St. Rank held Kennametal as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.