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WFG Advisors’s Kohl's KSS Stock Holding History

WFG Advisors’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
2017
Q2 		$354K Buy
9,154
+296
+3% +$11.3K 0.08% 258
2017
Q1 		$353K Sell
8,858
-4,619
-34% -$189K 0.09% 229
2016
Q4 		$666K Buy
13,477
+3,763
+39% +$186K 0.16% 162
2016
Q3 		$425K Sell
9,714
-1,681
-15% -$70.4K 0.11% 204
2016
Q2 		$432K Buy
11,395
+3,499
+44% +$139K 0.12% 186
2016
Q1 		$368K Buy
7,896
+229
+3% +$10.7K 0.11% 203
2015
Q4 		$365K Buy
7,667
+1,565
+26% +$72.4K 0.11% 197
2015
Q3 		$283K Sell
6,102
-288
-5% -$16.2K 0.09% 218
2015
Q2 		$400K Sell
6,390
-430
-6% -$29.9K 0.11% 201
2015
Q1 		$534K Sell
6,820
-417
-6% -$28.4K 0.15% 158
2014
Q4 		$442K Buy
7,237
+329
+5% +$19K 0.09% 246
2014
Q3 		$422K Sell
6,908
-872
-11% -$49.3K 0.08% 290
2014
Q2 		$410K Buy
7,780
+7,123
+1,084% +$386K 0.08% 296
2014
Q1 		$37K Sell
657
-1,688
-72% -$90.5K 0.01% 1022
2013
Q4 		$133K Buy
2,345
+209
+10% +$11.5K 0.02% 638
2013
Q3 		$111K Buy
2,136
+2
+0.1% +$104 0.02% 672
2013
Q2 		$108K Buy
+2,134
New +$106K 0.02% 643

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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

WFG Advisors's KSS Position: Q2 2017 in Review

WFG Advisors increased its Kohl's (KSS) stake by 3.3% in Q2 2017, buying an estimated $11.3K and bringing the position to 9,154 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #258.

WFG Advisors first reported a position in KSS in Q2 2013 and has held it in 17 quarters since. The position peaked at $666K in Q4 2016. 511 funds tracked by Wall St. Rank hold KSS as of Q2 2017.

  • WFG Advisors held 9,154 shares of Kohl's worth $354K as of Q2 2017.
  • WFG Advisors bought 296 Kohl's shares in Q2 2017, an estimated $11.3K.
  • Kohl's made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #258 holding.
  • WFG Advisors first reported a position in Kohl's in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Kohl's position peaked at $666K in Q4 2016.
  • 511 funds tracked by Wall St. Rank held Kohl's as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.