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Summit Financial Wealth Advisors’s Kohl's KSS Stock Holding History

Summit Financial Wealth Advisors’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-912
Closed -$42K – 171
2015
Q3 		$42K Hold
912
– – 0.03% 132
2015
Q2 		$57K Buy
+912
New +$63.3K 0.04% 129
2015
Q1 		– Sell
-405
Closed -$25K – 247
2014
Q4 		$25K Buy
+405
New +$23.4K 0.02% 151

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Summit Financial Wealth Advisors's KSS Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Kohl's (KSS) in Q4 2015, closing a stake of 912 shares — an estimated $42K sold.

Summit Financial Wealth Advisors first reported a position in KSS in Q4 2014 and held it in 3 quarters. The position peaked at $57K in Q2 2015. 562 funds tracked by Wall St. Rank hold KSS as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Kohl's position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 912 Kohl's shares in Q4 2015, an estimated $42K.
  • Summit Financial Wealth Advisors first reported a position in Kohl's in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Kohl's position peaked at $57K in Q2 2015.
  • 562 funds tracked by Wall St. Rank held Kohl's as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.