Reilly Financial Advisors’s Kosmos Energy KOS Stock Holding History

Reilly Financial Advisors’s Portfolio KOS Stock Details KOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$2K	Buy	+460	New	+$1.65K	﹤0.01%	993
2021 Q3	–	Sell	-460	Closed	-$2K	–	988
2021 Q2	$2K	Hold	460	–	–	﹤0.01%	911
2021 Q1	$1K	Hold	460	–	–	﹤0.01%	991
2020 Q4	$1K	Hold	460	–	–	﹤0.01%	856
2020 Q3	$0	Hold	460	–	–	﹤0.01%	892
2020 Q2	$1K	Hold	460	–	–	﹤0.01%	853
2020 Q1	$0	Hold	460	–	–	﹤0.01%	915
2019 Q4	$3K	Hold	460	–	–	﹤0.01%	782
2019 Q3	$3K	Hold	460	–	–	﹤0.01%	796
2019 Q2	$3K	Buy	+460	New	+$2.93K	﹤0.01%	842
2018 Q4	–	Sell	-460	Closed	-$4K	–	989
2018 Q3	$4K	Hold	460	–	–	﹤0.01%	861
2018 Q2	$4K	Hold	460	–	–	﹤0.01%	846
2018 Q1	$3K	Hold	460	–	–	﹤0.01%	849
2017 Q4	$3K	Hold	460	–	–	﹤0.01%	850
2017 Q3	$4K	Hold	460	–	–	﹤0.01%	805
2017 Q2	$3K	Hold	460	–	–	﹤0.01%	838
2017 Q1	$3K	Hold	460	–	–	﹤0.01%	815
2016 Q4	$3K	Hold	460	–	–	﹤0.01%	736
2016 Q3	$3K	Buy	+460	New	+$2.68K	﹤0.01%	716

Other funds holding KOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Reilly Financial Advisors's KOS Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Kosmos Energy (KOS) in Q4 2021: 460 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in KOS as recently as Q2 2021.

Reilly Financial Advisors first reported a position in KOS in Q3 2016 and has held it in 19 quarters since. The position peaked at $4K in Q3 2018. 173 funds tracked by Wall St. Rank hold KOS as of Q4 2021.

Reilly Financial Advisors held 460 shares of Kosmos Energy worth $2K as of Q4 2021.
Kosmos Energy was a new Reilly Financial Advisors position in Q4 2021.
Kosmos Energy made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #993 holding.
Reilly Financial Advisors first reported a position in Kosmos Energy in Q3 2016 and has held it in 19 quarters since.
Reilly Financial Advisors's Kosmos Energy position peaked at $4K in Q3 2018.
173 funds tracked by Wall St. Rank held Kosmos Energy as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.