BCA
KLDW

Bay Colony Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Bay Colony Advisors’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
2018
Q3 		– Sell
-840
Closed -$28K – 995
2018
Q2 		$28K Buy
+840
New +$28.9K 0.02% 466

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 $94.2B AUM 21.24% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return

Bay Colony Advisors's KLDW Position: Q3 2018 in Review

Bay Colony Advisors sold out of Knowledge Leaders Developed World ETF (KLDW) in Q3 2018, closing a stake of 840 shares — an estimated $28K sold.

Bay Colony Advisors first reported a position in KLDW in Q2 2018 and held it in 1 quarter. The position peaked at $28K in Q2 2018. 18 funds tracked by Wall St. Rank hold KLDW as of Q3 2018.

  • Bay Colony Advisors reported no remaining Knowledge Leaders Developed World ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 840 Knowledge Leaders Developed World ETF shares in Q3 2018, an estimated $28K.
  • Bay Colony Advisors first reported a position in Knowledge Leaders Developed World ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's Knowledge Leaders Developed World ETF position peaked at $28K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.