AG
KLDW

Advisor Group’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Advisor Group’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,091
Closed -$32K – 5414
2018
Q4 		$32K Buy
+1,091
New +$34.3K ﹤0.01% 3507

Other funds holding KLDW

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Advisor Group's KLDW Position: Q1 2019 in Review

Advisor Group sold out of Knowledge Leaders Developed World ETF (KLDW) in Q1 2019, closing a stake of 1,091 shares — an estimated $32K sold.

Advisor Group first reported a position in KLDW in Q4 2018 and held it in 1 quarter. The position peaked at $32K in Q4 2018. 16 funds tracked by Wall St. Rank hold KLDW as of Q1 2019.

  • Advisor Group reported no remaining Knowledge Leaders Developed World ETF position as of Q1 2019 after selling out during the quarter.
  • Advisor Group sold 1,091 Knowledge Leaders Developed World ETF shares in Q1 2019, an estimated $32K.
  • Advisor Group first reported a position in Knowledge Leaders Developed World ETF in Q4 2018 and held it in 1 quarter.
  • Advisor Group's Knowledge Leaders Developed World ETF position peaked at $32K in Q4 2018.
  • 16 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.