Stifel Financial
KLXE icon

Stifel Financial’s KLX Energy Services KLXE Stock Holding History

Stifel Financial’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,875
Closed -$297K – 3051
2019
Q3 		$297K Sell
6,875
-111
-2% -$7.4K ﹤0.01% 2443
2019
Q2 		$715K Sell
6,986
-196
-3% -$23.8K ﹤0.01% 2003
2019
Q1 		$903K Sell
7,182
-516
-7% -$68.4K ﹤0.01% 1713
2018
Q4 		$901K Buy
7,698
+267
+4% +$37K ﹤0.01% 1594
2018
Q3 		$1.19M Buy
+7,431
New +$1.12M ﹤0.01% 1564

Other funds holding KLXE

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
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Stifel Financial's KLXE Position: Q4 2019 in Review

Stifel Financial sold out of KLX Energy Services (KLXE) in Q4 2019, closing a stake of 6,875 shares — an estimated $297K sold.

Stifel Financial first reported a position in KLXE in Q3 2018 and held it in 5 quarters. The position peaked at $1.19M in Q3 2018. 135 funds tracked by Wall St. Rank hold KLXE as of Q4 2019.

  • Stifel Financial reported no remaining KLX Energy Services position as of Q4 2019 after selling out during the quarter.
  • Stifel Financial sold 6,875 KLX Energy Services shares in Q4 2019, an estimated $297K.
  • Stifel Financial first reported a position in KLX Energy Services in Q3 2018 and held it in 5 quarters.
  • Stifel Financial's KLX Energy Services position peaked at $1.19M in Q3 2018.
  • 135 funds tracked by Wall St. Rank held KLX Energy Services as of Q4 2019.

Based on Stifel Financial's 13F filing for Q4 2019, filed 13 Feb 2020.