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Willow Street Advisors’s KBR KBR Stock Holding History

Willow Street Advisors’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$252K Hold
7,900
– – 0.14% 128
2013
Q3 		$258K Hold
7,900
– – 0.16% 127
2013
Q2 		$257K Buy
+7,900
New +$252K 0.17% 128

Other funds holding KBR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Willow Street Advisors's KBR Position: Q4 2013 in Review

Willow Street Advisors held its KBR (KBR) position steady in Q4 2013 at 7,900 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #128.

Willow Street Advisors first reported a position in KBR in Q2 2013 and has held it in 3 quarters since. The position peaked at $258K in Q3 2013. 338 funds tracked by Wall St. Rank hold KBR as of Q4 2013.

  • Willow Street Advisors held 7,900 shares of KBR worth $252K as of Q4 2013.
  • Willow Street Advisors left its KBR share count unchanged in Q4 2013.
  • KBR made up 0.14% of Willow Street Advisors's portfolio in Q4 2013, its #128 holding.
  • Willow Street Advisors first reported a position in KBR in Q2 2013 and has held it in 3 quarters since.
  • Willow Street Advisors's KBR position peaked at $258K in Q3 2013.
  • 338 funds tracked by Wall St. Rank held KBR as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.