Wealthspire Advisors (Maryland)’s Kosmos Energy KOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,204	Closed	-$14K	–	1279
2019 Q1	$14K	Buy	2,204 +147	+7%	+$816	﹤0.01%	1404
2018 Q4	$8K	Sell	2,057 -1,168	-36%	-$7.21K	﹤0.01%	1557
2018 Q3	$30K	Sell	3,225 -1,188	-27%	-$10K	﹤0.01%	1147
2018 Q2	$36K	Buy	4,413 +4,362	+8,553%	+$31.8K	﹤0.01%	1089
2018 Q1	$0	Hold	51	–	–	﹤0.01%	2575
2017 Q4	$0	Hold	51	–	–	﹤0.01%	2496
2017 Q3	$0	Hold	51	–	–	﹤0.01%	2358
2017 Q2	$0	Hold	51	–	–	﹤0.01%	2236
2017 Q1	$0	Hold	51	–	–	﹤0.01%	1976
2016 Q4	$0	Hold	51	–	–	﹤0.01%	1807
2016 Q3	$0	Hold	51	–	–	﹤0.01%	1779
2016 Q2	$0	Hold	51	–	–	﹤0.01%	1758
2016 Q1	$0	Buy	+51	New	+$241	﹤0.01%	1803

Other funds holding KOS

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Wealthspire Advisors (Maryland) sold out of Kosmos Energy (KOS) in Q2 2019, closing a stake of 2,204 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in KOS in Q1 2016 and held it in 13 quarters. The position peaked at $36K in Q2 2018. 174 funds tracked by Wall St. Rank hold KOS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Kosmos Energy position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,204 Kosmos Energy shares in Q2 2019, an estimated $14K.
Wealthspire Advisors (Maryland) first reported a position in Kosmos Energy in Q1 2016 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Kosmos Energy position peaked at $36K in Q2 2018.
174 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2019.

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