AW
KNOW

ACG Wealth’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

ACG Wealth’s Portfolio KNOW Stock Details KNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,000
Closed -$245K – 325
2018
Q1 		$245K Hold
6,000
– – 0.04% 256
2017
Q4 		$249K Buy
+6,000
New +$251K 0.04% 274

Other funds holding KNOW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

ACG Wealth's KNOW Position: Q2 2018 in Review

ACG Wealth sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q2 2018, closing a stake of 6,000 shares — an estimated $245K sold.

ACG Wealth first reported a position in KNOW in Q4 2017 and held it in 2 quarters. The position peaked at $249K in Q4 2017. 54 funds tracked by Wall St. Rank hold KNOW as of Q2 2018.

  • ACG Wealth reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q2 2018 after selling out during the quarter.
  • ACG Wealth sold 6,000 Direxion All Cap Insider Sentiment Shares shares in Q2 2018, an estimated $245K.
  • ACG Wealth first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2017 and held it in 2 quarters.
  • ACG Wealth's Direxion All Cap Insider Sentiment Shares position peaked at $249K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q2 2018.

Based on ACG Wealth's 13F filing for Q2 2018, filed 26 Jul 2018.