Wealthquest’s Kemper KMPR Stock Holding History

Wealthquest’s Portfolio KMPR Stock Details KMPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10,152	Closed	-$816K	–	135
2018 Q4	$816K	Buy	+10,152	New	+$740K	0.33%	56

Other funds holding KMPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Wealthquest's KMPR Position: Q1 2019 in Review

Wealthquest sold out of Kemper (KMPR) in Q1 2019, closing a stake of 10,152 shares — an estimated $816K sold.

Wealthquest first reported a position in KMPR in Q4 2018 and held it in 1 quarter. The position peaked at $816K in Q4 2018. 230 funds tracked by Wall St. Rank hold KMPR as of Q1 2019.

Wealthquest reported no remaining Kemper position as of Q1 2019 after selling out during the quarter.
Wealthquest sold 10,152 Kemper shares in Q1 2019, an estimated $816K.
Wealthquest first reported a position in Kemper in Q4 2018 and held it in 1 quarter.
Wealthquest's Kemper position peaked at $816K in Q4 2018.
230 funds tracked by Wall St. Rank held Kemper as of Q1 2019.

Based on Wealthquest's 13F filing for Q1 2019, filed 18 Apr 2019.