AWE
KNL

Avidian Wealth Enterprises’s Knoll, Inc. KNL Stock Holding History

Avidian Wealth Enterprises’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,644
Closed -$269K – 107
2016
Q4 		$269K Buy
+9,644
New +$236K 0.12% 58

Other funds holding KNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Avidian Wealth Enterprises's KNL Position: Q1 2017 in Review

Avidian Wealth Enterprises sold out of Knoll, Inc. (KNL) in Q1 2017, closing a stake of 9,644 shares — an estimated $269K sold.

Avidian Wealth Enterprises first reported a position in KNL in Q4 2016 and held it in 1 quarter. The position peaked at $269K in Q4 2016. 168 funds tracked by Wall St. Rank hold KNL as of Q1 2017.

  • Avidian Wealth Enterprises reported no remaining Knoll, Inc. position as of Q1 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,644 Knoll, Inc. shares in Q1 2017, an estimated $269K.
  • Avidian Wealth Enterprises first reported a position in Knoll, Inc. in Q4 2016 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Knoll, Inc. position peaked at $269K in Q4 2016.
  • 168 funds tracked by Wall St. Rank held Knoll, Inc. as of Q1 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2017, filed 15 May 2017.