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Willingdon Wealth Management’s KLA KLAC Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		– Sell
-210
Closed -$4K – 350
2019
Q4 		$4K Hold
210
– – ﹤0.01% 289
2019
Q3 		$3K Buy
+210
New +$2.94K ﹤0.01% 313

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Willingdon Wealth Management's KLAC Position: Q1 2020 in Review

Willingdon Wealth Management sold out of KLA (KLAC) in Q1 2020, closing a stake of 210 shares — an estimated $4K sold.

Willingdon Wealth Management first reported a position in KLAC in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 702 funds tracked by Wall St. Rank hold KLAC as of Q1 2020.

  • Willingdon Wealth Management reported no remaining KLA position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 210 KLA shares in Q1 2020, an estimated $4K.
  • Willingdon Wealth Management first reported a position in KLA in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's KLA position peaked at $4K in Q4 2019.
  • 702 funds tracked by Wall St. Rank held KLA as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.