Wealthspire Advisors (Maryland)’s Kaman Corp KAMN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KAMN Stock Details KAMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-834	Closed	-$49K	–	2184
2019 Q1	$49K	Hold	834	–	–	﹤0.01%	909
2018 Q4	$47K	Buy	834 +49	+6%	+$2.9K	﹤0.01%	887
2018 Q3	$52K	Hold	785	–	–	﹤0.01%	957
2018 Q2	$55K	Hold	785	–	–	0.01%	941
2018 Q1	$49K	Hold	785	–	–	﹤0.01%	995
2017 Q4	$46K	Sell	785 -83	-10%	-$4.73K	﹤0.01%	1041
2017 Q3	$48K	Buy	868 +9	+1%	+$454	0.01%	1003
2017 Q2	$43K	Buy	859 +21	+3%	+$1.02K	0.01%	1002
2017 Q1	$40K	Buy	838 +118	+16%	+$5.91K	0.01%	862
2016 Q4	$35K	Hold	720	–	–	0.01%	864
2016 Q3	$32K	Hold	720	–	–	0.01%	914
2016 Q2	$31K	Hold	720	–	–	0.01%	859
2016 Q1	$31K	Hold	720	–	–	0.01%	830
2015 Q4	$29K	Buy	+720	New	+$28.2K	0.01%	857

Other funds holding KAMN

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KAMN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kaman Corp (KAMN) in Q2 2019, closing a stake of 834 shares — an estimated $49K sold.

Wealthspire Advisors (Maryland) first reported a position in KAMN in Q4 2015 and held it in 14 quarters. The position peaked at $55K in Q2 2018. 181 funds tracked by Wall St. Rank hold KAMN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Kaman Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 834 Kaman Corp shares in Q2 2019, an estimated $49K.
Wealthspire Advisors (Maryland) first reported a position in Kaman Corp in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Kaman Corp position peaked at $55K in Q2 2018.
181 funds tracked by Wall St. Rank held Kaman Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.