SWP
KE

Stratos Wealth Partners’s Kimball Electronics KE Stock Holding History

Stratos Wealth Partners’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-912
Closed -$18K – 1708
2018
Q3 		$18K Buy
+912
New +$17.9K ﹤0.01% 1930
2018
Q2 		– Sell
-1,062
Closed -$17K – 1830
2018
Q1 		$17K Sell
1,062
-112
-10% -$2.01K ﹤0.01% 2073
2017
Q4 		$21K Buy
+1,174
New +$24.2K ﹤0.01% 1889

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Wealth Partners's KE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Kimball Electronics (KE) in Q4 2018, closing a stake of 912 shares — an estimated $18K sold.

Stratos Wealth Partners first reported a position in KE in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q4 2017. 116 funds tracked by Wall St. Rank hold KE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Kimball Electronics position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 912 Kimball Electronics shares in Q4 2018, an estimated $18K.
  • Stratos Wealth Partners first reported a position in Kimball Electronics in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Kimball Electronics position peaked at $21K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Kimball Electronics as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.