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Wakefield Asset Management’s KBR KBR Stock Holding History

Wakefield Asset Management’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-22,249
Closed -$679K – 184
2019
Q4 		$679K Sell
22,249
-363
-2% -$10.2K 0.28% 86
2019
Q3 		$555K Buy
22,612
+423
+2% +$10.7K 0.24% 95
2019
Q2 		$553K Sell
22,189
-8,930
-29% -$200K 0.22% 92
2019
Q1 		$594K Buy
31,119
+8,379
+37% +$151K 0.22% 100
2018
Q4 		$345K Buy
+22,740
New +$425K 0.15% 130

Other funds holding KBR

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Wakefield Asset Management's KBR Position: Q1 2020 in Review

Wakefield Asset Management sold out of KBR (KBR) in Q1 2020, closing a stake of 22,249 shares — an estimated $679K sold.

Wakefield Asset Management first reported a position in KBR in Q4 2018 and held it in 5 quarters. The position peaked at $679K in Q4 2019. 225 funds tracked by Wall St. Rank hold KBR as of Q1 2020.

  • Wakefield Asset Management reported no remaining KBR position as of Q1 2020 after selling out during the quarter.
  • Wakefield Asset Management sold 22,249 KBR shares in Q1 2020, an estimated $679K.
  • Wakefield Asset Management first reported a position in KBR in Q4 2018 and held it in 5 quarters.
  • Wakefield Asset Management's KBR position peaked at $679K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held KBR as of Q1 2020.

Based on Wakefield Asset Management's 13F filing for Q1 2020, filed 12 May 2020.