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Wealthspire Advisors (Maryland)’s Kelly Services Class A KELYA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KELYA Stock Details KELYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-76
Closed -$2K – 1258
2019
Q1 		$2K Hold
76
– – ﹤0.01% 2168
2018
Q4 		$2K Sell
76
-58
-43% -$1.29K ﹤0.01% 2094
2018
Q3 		$3K Buy
134
+38
+40% +$921 ﹤0.01% 2041
2018
Q2 		$2K Buy
96
+4
+4% +$104 ﹤0.01% 2166
2018
Q1 		$3K Sell
92
-11
-11% -$320 ﹤0.01% 2032
2017
Q4 		$3K Buy
103
+71
+222% +$1.96K ﹤0.01% 1996
2017
Q3 		$1K Buy
+32
New +$720 ﹤0.01% 2106

Other funds holding KELYA

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Kelly Services Class A (KELYA) in Q2 2019, closing a stake of 76 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in KELYA in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 163 funds tracked by Wall St. Rank hold KELYA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Kelly Services Class A position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 Kelly Services Class A shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Kelly Services Class A in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Kelly Services Class A position peaked at $3K in Q3 2018.
  • 163 funds tracked by Wall St. Rank held Kelly Services Class A as of Q2 2019.

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