Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-57
Closed -$4K 1412
2018
Q3
$4K Sell
57
-11
-16% -$678 ﹤0.01% 1151
2018
Q2
$4K Hold
68
﹤0.01% 1132
2018
Q1
$4K Hold
68
﹤0.01% 1174
2017
Q4
$4K Hold
68
﹤0.01% 1157
2017
Q3
$3K Hold
68
﹤0.01% 1220
2017
Q2
$3K Hold
68
﹤0.01% 1148
2017
Q1
$3K Hold
68
﹤0.01% 1245
2016
Q4
$3K Hold
68
﹤0.01% 1103
2016
Q3
$2K Hold
68
﹤0.01% 1130
2016
Q2
$2K Hold
68
﹤0.01% 1152
2016
Q1
$2K Hold
68
﹤0.01% 1129
2015
Q4
$2K Hold
68
﹤0.01% 1138
2015
Q3
$2K Hold
68
﹤0.01% 1111
2015
Q2
$3K Hold
68
﹤0.01% 1138
2015
Q1
$2K Hold
68
﹤0.01% 1182
2014
Q4
$2K Buy
+68
New +$2.39K ﹤0.01% 1032

Whittier Trust's KLXI Position: Q4 2018 in Review

Whittier Trust sold out of KLX Inc. (KLXI) in Q4 2018, closing a stake of 57 shares — an estimated $4K sold.

Whittier Trust first reported a position in KLXI in Q4 2014 and held it in 16 quarters. The position peaked at $4K in Q3 2018. 0 funds tracked by Wall St. Rank hold KLXI as of Q4 2018.

  • Whittier Trust reported no remaining KLX Inc. position as of Q4 2018 after selling out during the quarter.
  • Whittier Trust sold 57 KLX Inc. shares in Q4 2018, an estimated $4K.
  • Whittier Trust first reported a position in KLX Inc. in Q4 2014 and held it in 16 quarters.
  • Whittier Trust's KLX Inc. position peaked at $4K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held KLX Inc. as of Q4 2018.

Based on Whittier Trust's 13F filing for Q4 2018, filed 7 Feb 2019.