Bartlett & Co Wealth Management’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Bartlett & Co Wealth Management’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
2020 Q1	–	Sell	-4,000	Closed	-$130K	–	875
2019 Q4	$130K	Hold	4,000	–	–	﹤0.01%	380
2019 Q3	$120K	Buy	+4,000	New	+$122K	﹤0.01%	378

Other funds holding KBA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Bartlett & Co Wealth Management's KBA Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q1 2020, closing a stake of 4,000 shares — an estimated $130K sold.

Bartlett & Co Wealth Management first reported a position in KBA in Q3 2019 and held it in 2 quarters. The position peaked at $130K in Q4 2019. 76 funds tracked by Wall St. Rank hold KBA as of Q1 2020.

Bartlett & Co Wealth Management reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q1 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 4,000 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q1 2020, an estimated $130K.
Bartlett & Co Wealth Management first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q3 2019 and held it in 2 quarters.
Bartlett & Co Wealth Management's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $130K in Q4 2019.
76 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.