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United Asset Strategies’s Kohl's KSS Stock Holding History

United Asset Strategies’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-42,529
Closed -$2.15M – 93
2013
Q2 		$2.15M Buy
+42,529
New +$2.11M 1.42% 25

Other funds holding KSS

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Asset Strategies's KSS Position: Q3 2013 in Review

United Asset Strategies sold out of Kohl's (KSS) in Q3 2013, closing a stake of 42,529 shares — an estimated $2.15M sold.

United Asset Strategies first reported a position in KSS in Q2 2013 and held it in 1 quarter. The position peaked at $2.15M in Q2 2013. 512 funds tracked by Wall St. Rank hold KSS as of Q3 2013.

  • United Asset Strategies reported no remaining Kohl's position as of Q3 2013 after selling out during the quarter.
  • United Asset Strategies sold 42,529 Kohl's shares in Q3 2013, an estimated $2.15M.
  • United Asset Strategies first reported a position in Kohl's in Q2 2013 and held it in 1 quarter.
  • United Asset Strategies's Kohl's position peaked at $2.15M in Q2 2013.
  • 512 funds tracked by Wall St. Rank held Kohl's as of Q3 2013.

Based on United Asset Strategies's 13F filing for Q3 2013, filed 8 Nov 2013.