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YorkBridge Wealth Partners’s Kohl's KSS Stock Holding History

YorkBridge Wealth Partners’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
2018
Q3 		– Sell
-95
Closed -$7K – 801
2018
Q2 		$7K Hold
95
– – ﹤0.01% 659
2018
Q1 		$6K Hold
95
– – ﹤0.01% 669
2017
Q4 		$6K Hold
95
– – ﹤0.01% 686
2017
Q3 		$4K Hold
95
– – ﹤0.01% 727
2017
Q2 		$4K Hold
95
– – ﹤0.01% 726
2017
Q1 		$4K Hold
95
– – ﹤0.01% 710
2016
Q4 		$5K Buy
+95
New +$4.7K ﹤0.01% 680

Other funds holding KSS

Vanguard Group
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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YorkBridge Wealth Partners's KSS Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Kohl's (KSS) in Q3 2018, closing a stake of 95 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in KSS in Q4 2016 and held it in 7 quarters. The position peaked at $7K in Q2 2018. 649 funds tracked by Wall St. Rank hold KSS as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Kohl's position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 95 Kohl's shares in Q3 2018, an estimated $7K.
  • YorkBridge Wealth Partners first reported a position in Kohl's in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Kohl's position peaked at $7K in Q2 2018.
  • 649 funds tracked by Wall St. Rank held Kohl's as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.