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Wealthspire Advisors (Maryland)’s Kohl's KSS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,045
Closed -$240K – 478
2019
Q2 		$240K Buy
5,045
+443
+10% +$26.7K 0.02% 401
2019
Q1 		$316K Buy
4,602
+223
+5% +$15.1K 0.02% 342
2018
Q4 		$290K Sell
4,379
-49
-1% -$3.44K 0.03% 331
2018
Q3 		$330K Buy
4,428
+45
+1% +$3.4K 0.03% 335
2018
Q2 		$319K Buy
4,383
+545
+14% +$36.3K 0.03% 341
2018
Q1 		$251K Buy
3,838
+115
+3% +$7.3K 0.02% 403
2017
Q4 		$202K Sell
3,723
-320
-8% -$14.7K 0.02% 485
2017
Q3 		$185K Sell
4,043
-362
-8% -$14.8K 0.02% 502
2017
Q2 		$170K Sell
4,405
-196
-4% -$7.51K 0.02% 509
2017
Q1 		$183K Sell
4,601
-135
-3% -$5.51K 0.03% 421
2016
Q4 		$234K Sell
4,736
-572
-11% -$28.3K 0.04% 327
2016
Q3 		$232K Buy
5,308
+1,019
+24% +$42.7K 0.04% 335
2016
Q2 		$163K Buy
4,289
+1,102
+35% +$43.8K 0.03% 418
2016
Q1 		$149K Buy
3,187
+15
+0.5% +$704 0.03% 426
2015
Q4 		$151K Buy
+3,172
New +$147K 0.03% 438

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KSS Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kohl's (KSS) in Q3 2019, closing a stake of 5,045 shares — an estimated $240K sold.

Wealthspire Advisors (Maryland) first reported a position in KSS in Q4 2015 and held it in 15 quarters. The position peaked at $330K in Q3 2018. 568 funds tracked by Wall St. Rank hold KSS as of Q3 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Kohl's position as of Q3 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,045 Kohl's shares in Q3 2019, an estimated $240K.
  • Wealthspire Advisors (Maryland) first reported a position in Kohl's in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s Kohl's position peaked at $330K in Q3 2018.
  • 568 funds tracked by Wall St. Rank held Kohl's as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.