Triangle Securities Wealth Management’s Kroger KR Stock Holding History

Triangle Securities Wealth Management’s Portfolio KR Stock Details KR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-19,300	Closed	-$462K	–	142
2018 Q1	$462K	Buy	19,300 +165	+0.9%	+$4.48K	0.27%	100
2017 Q4	$525K	Buy	19,135 +440	+2%	+$10.2K	0.3%	92
2017 Q3	$375K	Buy	18,695 +1,145	+7%	+$25.8K	0.22%	105
2017 Q2	$409K	Buy	+17,550	New	+$498K	0.27%	94

Other funds holding KR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Triangle Securities Wealth Management's KR Position: Q2 2018 in Review

Triangle Securities Wealth Management sold out of Kroger (KR) in Q2 2018, closing a stake of 19,300 shares — an estimated $462K sold.

Triangle Securities Wealth Management first reported a position in KR in Q2 2017 and held it in 4 quarters. The position peaked at $525K in Q4 2017. 788 funds tracked by Wall St. Rank hold KR as of Q2 2018.

Triangle Securities Wealth Management reported no remaining Kroger position as of Q2 2018 after selling out during the quarter.
Triangle Securities Wealth Management sold 19,300 Kroger shares in Q2 2018, an estimated $462K.
Triangle Securities Wealth Management first reported a position in Kroger in Q2 2017 and held it in 4 quarters.
Triangle Securities Wealth Management's Kroger position peaked at $525K in Q4 2017.
788 funds tracked by Wall St. Rank held Kroger as of Q2 2018.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2018, filed 12 Jul 2018.