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Torch Wealth Management’s KLA KLAC Stock Holding History

Torch Wealth Management’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,000
Closed -$22K – 176
2014
Q2 		$22K Hold
3,000
– – 0.01% 201
2014
Q1 		$21K Hold
3,000
– – 0.02% 209
2013
Q4 		$19K Buy
+3,000
New +$18.9K 0.01% 190

Other funds holding KLAC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Torch Wealth Management's KLAC Position: Q3 2014 in Review

Torch Wealth Management sold out of KLA (KLAC) in Q3 2014, closing a stake of 3,000 shares — an estimated $22K sold.

Torch Wealth Management first reported a position in KLAC in Q4 2013 and held it in 3 quarters. The position peaked at $22K in Q2 2014. 434 funds tracked by Wall St. Rank hold KLAC as of Q3 2014.

  • Torch Wealth Management reported no remaining KLA position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 3,000 KLA shares in Q3 2014, an estimated $22K.
  • Torch Wealth Management first reported a position in KLA in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's KLA position peaked at $22K in Q2 2014.
  • 434 funds tracked by Wall St. Rank held KLA as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.