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Sonora Investment Management’s Quaker Houghton KWR Stock Holding History

Sonora Investment Management’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-32
Closed -$2K – 981
2015
Q3 		$2K Buy
+32
New +$2.65K ﹤0.01% 989

Other funds holding KWR

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $1.15T AUM 47.82% 1-Year Est. Return

Sonora Investment Management's KWR Position: Q4 2015 in Review

Sonora Investment Management sold out of Quaker Houghton (KWR) in Q4 2015, closing a stake of 32 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in KWR in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 156 funds tracked by Wall St. Rank hold KWR as of Q4 2015.

  • Sonora Investment Management reported no remaining Quaker Houghton position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 32 Quaker Houghton shares in Q4 2015, an estimated $2K.
  • Sonora Investment Management first reported a position in Quaker Houghton in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Quaker Houghton position peaked at $2K in Q3 2015.
  • 156 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.