Advisor Group’s VanEck Vectors Coal ETF KOL Stock Holding History

Advisor Group’s Portfolio KOL Stock Details KOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$13K	Sell	132 -112	-46%	-$12.1K	﹤0.01%	4220
2019 Q3	$27K	Sell	244 -573	-70%	-$67.6K	﹤0.01%	3783
2019 Q2	$109K	Sell	817 -56	-6%	-$7.38K	﹤0.01%	2792
2019 Q1	$118K	Sell	873 -62	-7%	-$8.48K	﹤0.01%	2723
2018 Q4	$117K	Buy	935 +32	+4%	+$4.64K	﹤0.01%	2519
2018 Q3	$140K	Buy	903 +36	+4%	+$5.67K	﹤0.01%	2493
2018 Q2	$137K	Sell	867 -553	-39%	-$89.8K	﹤0.01%	2265
2018 Q1	$224K	Sell	1,420 -14	-1%	-$2.39K	﹤0.01%	1890
2017 Q4	$230K	Sell	1,434 -389	-21%	-$58.9K	﹤0.01%	1880
2017 Q3	$266K	Buy	1,823 +396	+28%	+$57.6K	﹤0.01%	1626
2017 Q2	$190K	Sell	1,427 -2,141	-60%	-$285K	﹤0.01%	1831
2017 Q1	$493K	Buy	3,568 +1,997	+127%	+$265K	0.01%	1082
2016 Q4	$192K	Sell	1,571 -954	-38%	-$124K	﹤0.01%	1578
2016 Q3	$298K	Buy	2,525 +1,579	+167%	+$168K	0.01%	1277
2016 Q2	$86K	Buy	+946	New	+$78.2K	﹤0.01%	2032

Other funds holding KOL

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RIM

Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's KOL Position: Q4 2019 in Review

Advisor Group reduced its VanEck Vectors Coal ETF (KOL) stake by 46% in Q4 2019, selling an estimated $12.1K and leaving 132 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4220.

Advisor Group first reported a position in KOL in Q2 2016 and has held it in 15 quarters since. The position peaked at $493K in Q1 2017. 20 funds tracked by Wall St. Rank hold KOL as of Q4 2019.

Advisor Group held 132 shares of VanEck Vectors Coal ETF worth $13K as of Q4 2019.
Advisor Group sold 112 VanEck Vectors Coal ETF shares in Q4 2019, an estimated $12.1K.
VanEck Vectors Coal ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4220 holding.
Advisor Group first reported a position in VanEck Vectors Coal ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's VanEck Vectors Coal ETF position peaked at $493K in Q1 2017.
20 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q4 2019.

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