Bank of America
KLDW

Bank of America’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Bank of America’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-300
Closed -$10K – 7661
2019
Q2 		$10K Buy
+300
New +$9.86K ﹤0.01% 6738
2017
Q2 		– Sell
-137
Closed -$4K – 7295
2017
Q1 		$4K Buy
+137
New +$3.81K ﹤0.01% 6715

Other funds holding KLDW

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America's KLDW Position: Q3 2019 in Review

Bank of America sold out of Knowledge Leaders Developed World ETF (KLDW) in Q3 2019, closing a stake of 300 shares — an estimated $10K sold.

Bank of America first reported a position in KLDW in Q1 2017 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 23 funds tracked by Wall St. Rank hold KLDW as of Q3 2019.

  • Bank of America reported no remaining Knowledge Leaders Developed World ETF position as of Q3 2019 after selling out during the quarter.
  • Bank of America sold 300 Knowledge Leaders Developed World ETF shares in Q3 2019, an estimated $10K.
  • Bank of America first reported a position in Knowledge Leaders Developed World ETF in Q1 2017 and held it in 2 quarters.
  • Bank of America's Knowledge Leaders Developed World ETF position peaked at $10K in Q2 2019.
  • 23 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q3 2019.

Based on Bank of America's 13F filing for Q3 2019, filed 14 Nov 2019.