TFO
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Tarbox Family Office’s Koppers KOP Stock Holding History

Tarbox Family Office’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-86
Closed -$3K – 1221
2019
Q4 		$3K Hold
86
– – ﹤0.01% 675
2019
Q3 		$3K Hold
86
– – ﹤0.01% 607
2019
Q2 		$3K Buy
+86
New +$2.4K ﹤0.01% 619

Other funds holding KOP

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Tarbox Family Office's KOP Position: Q1 2020 in Review

Tarbox Family Office sold out of Koppers (KOP) in Q1 2020, closing a stake of 86 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in KOP in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 141 funds tracked by Wall St. Rank hold KOP as of Q1 2020.

  • Tarbox Family Office reported no remaining Koppers position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 86 Koppers shares in Q1 2020, an estimated $3K.
  • Tarbox Family Office first reported a position in Koppers in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Koppers position peaked at $3K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held Koppers as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.