APP
KNOW

Avantax Planning Partners’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-314
Closed -$13K – 1711
2018
Q1 		$13K Buy
+314
New +$13.1K ﹤0.01% 953

Other funds holding KNOW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

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

Avantax Planning Partners sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q2 2018, closing a stake of 314 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in KNOW in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 54 funds tracked by Wall St. Rank hold KNOW as of Q2 2018.

  • Avantax Planning Partners reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 314 Direxion All Cap Insider Sentiment Shares shares in Q2 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Direxion All Cap Insider Sentiment Shares in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Direxion All Cap Insider Sentiment Shares position peaked at $13K in Q1 2018.
  • 54 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q2 2018.

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