AG
KNDI

Advisor Group’s Kandi Technologies Group KNDI Stock Holding History

Advisor Group’s Portfolio KNDI Stock Details KNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Sell
400
-200
-33% -$974 ﹤0.01% 4988
2019
Q3 		$3K Hold
600
– – ﹤0.01% 4845
2019
Q2 		$3K Sell
600
-500
-45% -$2.54K ﹤0.01% 4864
2019
Q1 		$6K Buy
1,100
+500
+83% +$3.1K ﹤0.01% 4596
2018
Q4 		$2K Sell
600
-1,400
-70% -$6.45K ﹤0.01% 4821
2018
Q3 		$10K Hold
2,000
– – ﹤0.01% 4277
2018
Q2 		$9K Sell
2,000
-700
-26% -$3.53K ﹤0.01% 4123
2018
Q1 		$13K Buy
2,700
+700
+35% +$4.06K ﹤0.01% 3920
2017
Q4 		$14K Buy
2,000
+500
+33% +$3.73K ﹤0.01% 3893
2017
Q3 		$9K Hold
1,500
– – ﹤0.01% 4043
2017
Q2 		$7K Sell
1,500
-445
-23% -$1.84K ﹤0.01% 4094
2017
Q1 		$8K Hold
1,945
– – ﹤0.01% 3905
2016
Q4 		$9K Buy
1,945
+1,500
+337% +$7.44K ﹤0.01% 3666
2016
Q3 		$2K Hold
445
– – ﹤0.01% 4167
2016
Q2 		$2K Buy
+445
New +$3.14K ﹤0.01% 4097

Other funds holding KNDI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group's KNDI Position: Q4 2019 in Review

Advisor Group reduced its Kandi Technologies Group (KNDI) stake by 33% in Q4 2019, selling an estimated $974 and leaving 400 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #4988.

Advisor Group first reported a position in KNDI in Q2 2016 and has held it in 15 quarters since. The position peaked at $14K in Q4 2017. 42 funds tracked by Wall St. Rank hold KNDI as of Q4 2019.

  • Advisor Group held 400 shares of Kandi Technologies Group worth $2K as of Q4 2019.
  • Advisor Group sold 200 Kandi Technologies Group shares in Q4 2019, an estimated $974.
  • Kandi Technologies Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4988 holding.
  • Advisor Group first reported a position in Kandi Technologies Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Kandi Technologies Group position peaked at $14K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.