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Strategic Wealth Management’s KLA KLAC Stock Holding History

Strategic Wealth Management’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-89,630
Closed -$522K – 48
2015
Q1 		$522K Hold
89,630
– – 0.52% 40
2014
Q4 		$630K Buy
+89,630
New +$662K 0.61% 37

Other funds holding KLAC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Management's KLAC Position: Q2 2015 in Review

Strategic Wealth Management sold out of KLA (KLAC) in Q2 2015, closing a stake of 89,630 shares — an estimated $522K sold.

Strategic Wealth Management first reported a position in KLAC in Q4 2014 and held it in 2 quarters. The position peaked at $630K in Q4 2014. 393 funds tracked by Wall St. Rank hold KLAC as of Q2 2015.

  • Strategic Wealth Management reported no remaining KLA position as of Q2 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 89,630 KLA shares in Q2 2015, an estimated $522K.
  • Strategic Wealth Management first reported a position in KLA in Q4 2014 and held it in 2 quarters.
  • Strategic Wealth Management's KLA position peaked at $630K in Q4 2014.
  • 393 funds tracked by Wall St. Rank held KLA as of Q2 2015.

Based on Strategic Wealth Management's 13F filing for Q2 2015, filed 28 Jul 2015.