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KOL

Atria Investments’s VanEck Vectors Coal ETF KOL Stock Holding History

Atria Investments’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
2017
Q2 		– Sell
-2,442
Closed -$338K – 805
2017
Q1 		$338K Buy
2,442
+25
+1% +$3.31K 0.02% 486
2016
Q4 		$296K Buy
+2,417
New +$313K 0.02% 472

Other funds holding KOL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's KOL Position: Q2 2017 in Review

Atria Investments sold out of VanEck Vectors Coal ETF (KOL) in Q2 2017, closing a stake of 2,442 shares — an estimated $338K sold.

Atria Investments first reported a position in KOL in Q4 2016 and held it in 2 quarters. The position peaked at $338K in Q1 2017. 25 funds tracked by Wall St. Rank hold KOL as of Q2 2017.

  • Atria Investments reported no remaining VanEck Vectors Coal ETF position as of Q2 2017 after selling out during the quarter.
  • Atria Investments sold 2,442 VanEck Vectors Coal ETF shares in Q2 2017, an estimated $338K.
  • Atria Investments first reported a position in VanEck Vectors Coal ETF in Q4 2016 and held it in 2 quarters.
  • Atria Investments's VanEck Vectors Coal ETF position peaked at $338K in Q1 2017.
  • 25 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q2 2017.

Based on Atria Investments's 13F filing for Q2 2017, filed 11 Jul 2017.