WAM
KBR icon

Wealthspire Advisors (Maryland)’s KBR KBR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-172
Closed -$3K – 1256
2019
Q1 		$3K Buy
172
+123
+251% +$2.22K ﹤0.01% 2012
2018
Q4 		$1K Buy
49
+9
+23% +$168 ﹤0.01% 2286
2018
Q3 		$1K Hold
40
– – ﹤0.01% 2294
2018
Q2 		$1K Sell
40
-429
-91% -$7.46K ﹤0.01% 2321
2018
Q1 		$8K Sell
469
-220
-32% -$3.99K ﹤0.01% 1644
2017
Q4 		$14K Sell
689
-69
-9% -$1.3K ﹤0.01% 1458
2017
Q3 		$14K Hold
758
– – ﹤0.01% 1440
2017
Q2 		$12K Hold
758
– – ﹤0.01% 1466
2017
Q1 		$11K Buy
+758
New +$12K ﹤0.01% 1306
2016
Q2 		– Sell
-235
Closed -$4K – 1756
2016
Q1 		$4K Buy
235
+217
+1,206% +$3.07K ﹤0.01% 1392
2015
Q4 		$0 Buy
+18
New +$331 ﹤0.01% 1749

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of KBR (KBR) in Q2 2019, closing a stake of 172 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in KBR in Q4 2015 and held it in 11 quarters. The position peaked at $14K in Q4 2017. 236 funds tracked by Wall St. Rank hold KBR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining KBR position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 172 KBR shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in KBR in Q4 2015 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s KBR position peaked at $14K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held KBR as of Q2 2019.

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