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Avantax Planning Partners’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Avantax Planning Partners’s Portfolio KBA Stock Details KBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-110
Closed -$4K – 877
2018
Q1 		$4K Buy
+110
New +$3.98K ﹤0.01% 1426

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Planning Partners's KBA Position: Q2 2018 in Review

Avantax Planning Partners sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q2 2018, closing a stake of 110 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in KBA in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 64 funds tracked by Wall St. Rank hold KBA as of Q2 2018.

  • Avantax Planning Partners reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 110 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q2 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $4K in Q1 2018.
  • 64 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.