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West Oak Capital’s Kroger KR Stock Holding History

West Oak Capital’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-533
Closed -$10.7K – 318
2017
Q3 		$10.7K Hold
533
– – 0.01% 268
2017
Q2 		$12.4K Sell
533
-532
-50% -$15.1K 0.01% 277
2017
Q1 		$31.4K Buy
+1,065
New +$34K 0.02% 211
2016
Q3 		– Sell
-200
Closed -$7.36K – 381
2016
Q2 		$7.36K Buy
+200
New +$7.2K 0.01% 279

Other funds holding KR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

West Oak Capital's KR Position: Q4 2017 in Review

West Oak Capital sold out of Kroger (KR) in Q4 2017, closing a stake of 533 shares — an estimated $10.7K sold.

West Oak Capital first reported a position in KR in Q2 2016 and held it in 4 quarters. The position peaked at $31.4K in Q1 2017. 781 funds tracked by Wall St. Rank hold KR as of Q4 2017.

  • West Oak Capital reported no remaining Kroger position as of Q4 2017 after selling out during the quarter.
  • West Oak Capital sold 533 Kroger shares in Q4 2017, an estimated $10.7K.
  • West Oak Capital first reported a position in Kroger in Q2 2016 and held it in 4 quarters.
  • West Oak Capital's Kroger position peaked at $31.4K in Q1 2017.
  • 781 funds tracked by Wall St. Rank held Kroger as of Q4 2017.

Based on West Oak Capital's 13F filing for Q4 2017, filed 5 Jan 2018.