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TCI Wealth Advisors’s Kosmos Energy KOS Stock Holding History

TCI Wealth Advisors’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-123
Closed -$1K – 1633
2019
Q4 		$1K Hold
123
– – ﹤0.01% 1368
2019
Q3 		$1K Buy
123
+53
+76% +$325 ﹤0.01% 1319
2019
Q2 		$0 Sell
70
-7
-9% -$45 ﹤0.01% 1492
2019
Q1 		$0 Buy
+77
New +$427 ﹤0.01% 1477
2018
Q4 		– Sell
-115
Closed -$1K – 1542
2018
Q3 		$1K Hold
115
– – ﹤0.01% 1255
2018
Q2 		$1K Buy
+115
New +$840 ﹤0.01% 1317

Other funds holding KOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TCI Wealth Advisors's KOS Position: Q1 2020 in Review

TCI Wealth Advisors sold out of Kosmos Energy (KOS) in Q1 2020, closing a stake of 123 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in KOS in Q2 2018 and held it in 6 quarters. The position peaked at $1K in Q4 2019. 162 funds tracked by Wall St. Rank hold KOS as of Q1 2020.

  • TCI Wealth Advisors reported no remaining Kosmos Energy position as of Q1 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 123 Kosmos Energy shares in Q1 2020, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Kosmos Energy in Q2 2018 and held it in 6 quarters.
  • TCI Wealth Advisors's Kosmos Energy position peaked at $1K in Q4 2019.
  • 162 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.