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WealthPLAN Partners’s CarMax KMX Stock Holding History

WealthPLAN Partners’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-200
Closed -$11.3K – 316
2017
Q1 		$11.3K Buy
+200
New +$13K 0.04% 253
2016
Q3 		$55.5K Sell
1,075
-200
-16% -$11.3K 0.02% 315
2016
Q2 		$52.7K Buy
+1,275
New +$65.5K 0.01% 893
2015
Q4 		$47.3K Buy
+2,625
New +$150K 0.01% 642

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

WealthPLAN Partners's KMX Position: Q2 2017 in Review

WealthPLAN Partners sold out of CarMax (KMX) in Q2 2017, closing a stake of 200 shares — an estimated $11.3K sold.

WealthPLAN Partners first reported a position in KMX in Q4 2015 and held it in 4 quarters. The position peaked at $55.5K in Q3 2016. 457 funds tracked by Wall St. Rank hold KMX as of Q2 2017.

  • WealthPLAN Partners reported no remaining CarMax position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 200 CarMax shares in Q2 2017, an estimated $11.3K.
  • WealthPLAN Partners first reported a position in CarMax in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's CarMax position peaked at $55.5K in Q3 2016.
  • 457 funds tracked by Wall St. Rank held CarMax as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.