RIA
KSS icon

Regal Investment Advisors’s Kohl's KSS Stock Holding History

Regal Investment Advisors’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-550
Closed -$25K – 611
2015
Q3 		$25K Sell
550
-50
-8% -$2.81K 0.01% 525
2015
Q2 		$37K Buy
+600
New +$41.7K 0.01% 466
2014
Q1 		– Sell
-50
Closed -$3K – 915
2013
Q4 		$3K Sell
50
-65
-57% -$3.56K ﹤0.01% 731
2013
Q3 		$6K Hold
115
– – ﹤0.01% 683
2013
Q2 		$6K Buy
+115
New +$5.69K ﹤0.01% 672

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Regal Investment Advisors sold out of Kohl's (KSS) in Q4 2015, closing a stake of 550 shares — an estimated $25K sold.

Regal Investment Advisors first reported a position in KSS in Q2 2013 and held it in 5 quarters. The position peaked at $37K in Q2 2015. 564 funds tracked by Wall St. Rank hold KSS as of Q4 2015.

  • Regal Investment Advisors reported no remaining Kohl's position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 550 Kohl's shares in Q4 2015, an estimated $25K.
  • Regal Investment Advisors first reported a position in Kohl's in Q2 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Kohl's position peaked at $37K in Q2 2015.
  • 564 funds tracked by Wall St. Rank held Kohl's as of Q4 2015.

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