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RAFFA WEALTH MANAGEMENT, LLC’s KLX Energy Services KLXE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3
Closed -$328 – 735
2018
Q4 		$328 Hold
3
– – ﹤0.01% 736
2018
Q3 		$448 Buy
+3
New +$451 ﹤0.01% 746

Other funds holding KLXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's KLXE Position: Q1 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of KLX Energy Services (KLXE) in Q1 2019, closing a stake of 3 shares — an estimated $328 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in KLXE in Q3 2018 and held it in 2 quarters. The position peaked at $448 in Q3 2018. 157 funds tracked by Wall St. Rank hold KLXE as of Q1 2019.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining KLX Energy Services position as of Q1 2019 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 3 KLX Energy Services shares in Q1 2019, an estimated $328.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in KLX Energy Services in Q3 2018 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's KLX Energy Services position peaked at $448 in Q3 2018.
  • 157 funds tracked by Wall St. Rank held KLX Energy Services as of Q1 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2019, filed 27 Jul 2026.