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Reilly Financial Advisors’s CarMax KMX Stock Holding History

Reilly Financial Advisors’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-250
Closed -$17K – 1395
2015
Q1 		$17K Sell
250
-50
-17% -$3.26K ﹤0.01% 707
2014
Q4 		$20K Hold
300
– – ﹤0.01% 396
2014
Q3 		$14K Hold
300
– – ﹤0.01% 457
2014
Q2 		$16K Buy
300
+50
+20% +$2.27K ﹤0.01% 455
2014
Q1 		$12K Buy
+250
New +$11.7K ﹤0.01% 527

Other funds holding KMX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Reilly Financial Advisors's KMX Position: Q2 2015 in Review

Reilly Financial Advisors sold out of CarMax (KMX) in Q2 2015, closing a stake of 250 shares — an estimated $17K sold.

Reilly Financial Advisors first reported a position in KMX in Q1 2014 and held it in 5 quarters. The position peaked at $20K in Q4 2014. 467 funds tracked by Wall St. Rank hold KMX as of Q2 2015.

  • Reilly Financial Advisors reported no remaining CarMax position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 250 CarMax shares in Q2 2015, an estimated $17K.
  • Reilly Financial Advisors first reported a position in CarMax in Q1 2014 and held it in 5 quarters.
  • Reilly Financial Advisors's CarMax position peaked at $20K in Q4 2014.
  • 467 funds tracked by Wall St. Rank held CarMax as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.