WealthPLAN Partners’s Kohl's KSS Stock Holding History

WealthPLAN Partners’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
2016 Q3	–	Sell	-136	Closed	-$5	–	1024
2016 Q2	$5	Buy	+136	New	+$5.41K	﹤0.01%	2559

Other funds holding KSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's KSS Position: Q3 2016 in Review

WealthPLAN Partners sold out of Kohl's (KSS) in Q3 2016, closing a stake of 136 shares — an estimated $5 sold.

WealthPLAN Partners first reported a position in KSS in Q2 2016 and held it in 1 quarter. The position peaked at $5 in Q2 2016. 555 funds tracked by Wall St. Rank hold KSS as of Q3 2016.

WealthPLAN Partners reported no remaining Kohl's position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 136 Kohl's shares in Q3 2016, an estimated $5.
WealthPLAN Partners first reported a position in Kohl's in Q2 2016 and held it in 1 quarter.
WealthPLAN Partners's Kohl's position peaked at $5 in Q2 2016.
555 funds tracked by Wall St. Rank held Kohl's as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.