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Simply Money Advisors’s Kroger KR Stock Holding History

Simply Money Advisors’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-80
Closed -$2K – 66
2013
Q4 		$2K Sell
80
-270
-77% -$5.58K ﹤0.01% 66
2013
Q3 		$7K Sell
350
-2,822
-89% -$54.2K ﹤0.01% 79
2013
Q2 		$55K Buy
+3,172
New +$54K 0.01% 62

Other funds holding KR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simply Money Advisors's KR Position: Q1 2014 in Review

Simply Money Advisors sold out of Kroger (KR) in Q1 2014, closing a stake of 80 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in KR in Q2 2013 and held it in 3 quarters. The position peaked at $55K in Q2 2013. 599 funds tracked by Wall St. Rank hold KR as of Q1 2014.

  • Simply Money Advisors reported no remaining Kroger position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 80 Kroger shares in Q1 2014, an estimated $2K.
  • Simply Money Advisors first reported a position in Kroger in Q2 2013 and held it in 3 quarters.
  • Simply Money Advisors's Kroger position peaked at $55K in Q2 2013.
  • 599 funds tracked by Wall St. Rank held Kroger as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.