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Sheets Smith Wealth Management’s Koppers KOP Stock Holding History

Sheets Smith Wealth Management’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-14,293
Closed -$605K – 305
2017
Q1 		$605K Sell
14,293
-134
-0.9% -$5.63K 0.16% 163
2016
Q4 		$581K Buy
+14,427
New +$530K 0.16% 170

Other funds holding KOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Sheets Smith Wealth Management's KOP Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of Koppers (KOP) in Q2 2017, closing a stake of 14,293 shares — an estimated $605K sold.

Sheets Smith Wealth Management first reported a position in KOP in Q4 2016 and held it in 2 quarters. The position peaked at $605K in Q1 2017. 170 funds tracked by Wall St. Rank hold KOP as of Q2 2017.

  • Sheets Smith Wealth Management reported no remaining Koppers position as of Q2 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 14,293 Koppers shares in Q2 2017, an estimated $605K.
  • Sheets Smith Wealth Management first reported a position in Koppers in Q4 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Koppers position peaked at $605K in Q1 2017.
  • 170 funds tracked by Wall St. Rank held Koppers as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.