AF
KOL

Allworth Financial’s VanEck Vectors Coal ETF KOL Stock Holding History

Allworth Financial’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
2016
Q1 		– Sell
-8
Closed – – 684
2015
Q4 		$0 Hold
8
– – ﹤0.01% 681
2015
Q3 		$1K Hold
8
– – ﹤0.01% 600
2015
Q2 		$1K Hold
8
– – ﹤0.01% 585
2015
Q1 		$1K Buy
+8
New +$1.11K ﹤0.01% 586

Other funds holding KOL

EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's KOL Position: Q1 2016 in Review

Allworth Financial sold out of VanEck Vectors Coal ETF (KOL) in Q1 2016, closing a stake of 8 shares.

Allworth Financial first reported a position in KOL in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2015. 23 funds tracked by Wall St. Rank hold KOL as of Q1 2016.

  • Allworth Financial reported no remaining VanEck Vectors Coal ETF position as of Q1 2016 after selling out during the quarter.
  • Allworth Financial sold 8 VanEck Vectors Coal ETF shares in Q1 2016.
  • Allworth Financial first reported a position in VanEck Vectors Coal ETF in Q1 2015 and held it in 4 quarters.
  • Allworth Financial's VanEck Vectors Coal ETF position peaked at $1K in Q3 2015.
  • 23 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q1 2016.

Based on Allworth Financial's 13F filing for Q1 2016, filed 16 May 2016.