UCFA
KLXI

United Capital Financial Advisors’s KLX Inc. KLXI Stock Holding History

United Capital Financial Advisors’s Portfolio KLXI Stock Details KLXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,094
Closed -$215K – 1355
2017
Q2 		$215K Buy
+5,094
New +$206K ﹤0.01% 1188
2015
Q1 		– Sell
-77,867
Closed -$2.71M – 1292
2014
Q4 		$2.71M Buy
+77,867
New +$2.74M 0.04% 392

Other funds holding KLXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

United Capital Financial Advisors's KLXI Position: Q3 2017 in Review

United Capital Financial Advisors sold out of KLX Inc. (KLXI) in Q3 2017, closing a stake of 5,094 shares — an estimated $215K sold.

United Capital Financial Advisors first reported a position in KLXI in Q4 2014 and held it in 2 quarters. The position peaked at $2.71M in Q4 2014. 205 funds tracked by Wall St. Rank hold KLXI as of Q3 2017.

  • United Capital Financial Advisors reported no remaining KLX Inc. position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,094 KLX Inc. shares in Q3 2017, an estimated $215K.
  • United Capital Financial Advisors first reported a position in KLX Inc. in Q4 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's KLX Inc. position peaked at $2.71M in Q4 2014.
  • 205 funds tracked by Wall St. Rank held KLX Inc. as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.