American Economic Planning Group’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

American Economic Planning Group’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
2019 Q3	$976K	Sell	25,479 -4,735	-16%	-$182K	0.27%	38
2019 Q2	$1.18M	Buy	30,214 +13,193	+78%	+$514K	0.36%	28
2019 Q1	$654K	Buy	17,021 +6,123	+56%	+$231K	0.2%	43
2018 Q4	$367K	Sell	10,898 -2,297	-17%	-$86.3K	0.12%	51
2018 Q3	$543K	Sell	13,195 -663	-5%	-$28.1K	0.19%	36
2018 Q2	$574K	Buy	13,858 +1,646	+13%	+$68K	0.21%	36
2018 Q1	$499K	Buy	+12,212	New	+$509K	0.18%	43

Other funds holding KNOW

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

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

American Economic Planning Group's KNOW Position: Q3 2019 in Review

American Economic Planning Group reduced its Direxion All Cap Insider Sentiment Shares (KNOW) stake by 16% in Q3 2019, selling an estimated $182K and leaving 25,479 shares worth $976K. The position accounts for 0.27% of the portfolio, ranked #38.

American Economic Planning Group first reported a position in KNOW in Q1 2018 and has held it in 7 quarters since. The position peaked at $1.18M in Q2 2019. 41 funds tracked by Wall St. Rank hold KNOW as of Q3 2019.

American Economic Planning Group held 25,479 shares of Direxion All Cap Insider Sentiment Shares worth $976K as of Q3 2019.
American Economic Planning Group sold 4,735 Direxion All Cap Insider Sentiment Shares shares in Q3 2019, an estimated $182K.
Direxion All Cap Insider Sentiment Shares made up 0.27% of American Economic Planning Group's portfolio in Q3 2019, its #38 holding.
American Economic Planning Group first reported a position in Direxion All Cap Insider Sentiment Shares in Q1 2018 and has held it in 7 quarters since.
American Economic Planning Group's Direxion All Cap Insider Sentiment Shares position peaked at $1.18M in Q2 2019.
41 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.