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WealthTrust-Arizona’s KLA KLAC Stock Holding History

WealthTrust-Arizona’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-8,000
Closed -$63K – 647
2014
Q3 		$63K Hold
8,000
– – 0.07% 133
2014
Q2 		$58K Buy
8,000
+2,000
+33% +$13.3K 0.06% 149
2014
Q1 		$41K Buy
+6,000
New +$38.8K 0.05% 181

Other funds holding KLAC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WealthTrust-Arizona's KLAC Position: Q4 2014 in Review

WealthTrust-Arizona sold out of KLA (KLAC) in Q4 2014, closing a stake of 8,000 shares — an estimated $63K sold.

WealthTrust-Arizona first reported a position in KLAC in Q1 2014 and held it in 3 quarters. The position peaked at $63K in Q3 2014. 436 funds tracked by Wall St. Rank hold KLAC as of Q4 2014.

  • WealthTrust-Arizona reported no remaining KLA position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 8,000 KLA shares in Q4 2014, an estimated $63K.
  • WealthTrust-Arizona first reported a position in KLA in Q1 2014 and held it in 3 quarters.
  • WealthTrust-Arizona's KLA position peaked at $63K in Q3 2014.
  • 436 funds tracked by Wall St. Rank held KLA as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.