SWA
KG

Sutton Wealth Advisors’s Kestrel Group KG Stock Holding History

Sutton Wealth Advisors’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-106
Closed -$16.8K – 1098
2017
Q3 		$16.8K Buy
+106
New +$18.8K 0.01% 593

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Sutton Wealth Advisors's KG Position: Q4 2017 in Review

Sutton Wealth Advisors sold out of Kestrel Group (KG) in Q4 2017, closing a stake of 106 shares — an estimated $16.8K sold.

Sutton Wealth Advisors first reported a position in KG in Q3 2017 and held it in 1 quarter. The position peaked at $16.8K in Q3 2017. 144 funds tracked by Wall St. Rank hold KG as of Q4 2017.

  • Sutton Wealth Advisors reported no remaining Kestrel Group position as of Q4 2017 after selling out during the quarter.
  • Sutton Wealth Advisors sold 106 Kestrel Group shares in Q4 2017, an estimated $16.8K.
  • Sutton Wealth Advisors first reported a position in Kestrel Group in Q3 2017 and held it in 1 quarter.
  • Sutton Wealth Advisors's Kestrel Group position peaked at $16.8K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held Kestrel Group as of Q4 2017.

Based on Sutton Wealth Advisors's 13F filing for Q4 2017, filed 6 Nov 2023.