BerganKDV Wealth Management’s KraneShares CICC China Leaders 100 Index ETF KFYP Stock Holding History

BerganKDV Wealth Management’s Portfolio KFYP Stock Details KFYP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-100	Closed	-$3K	–	1017
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	734
2019 Q3	$3K	Buy	+100	New	+$2.71K	﹤0.01%	619

Other funds holding KFYP

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

FWM

Filbrandt Wealth Management Middleton, Wisconsin $174M AUM 35.59% 1-Year Est. Return

BerganKDV Wealth Management's KFYP Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of KraneShares CICC China Leaders 100 Index ETF (KFYP) in Q1 2020, closing a stake of 100 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in KFYP in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 14 funds tracked by Wall St. Rank hold KFYP as of Q1 2020.

BerganKDV Wealth Management reported no remaining KraneShares CICC China Leaders 100 Index ETF position as of Q1 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 100 KraneShares CICC China Leaders 100 Index ETF shares in Q1 2020, an estimated $3K.
BerganKDV Wealth Management first reported a position in KraneShares CICC China Leaders 100 Index ETF in Q3 2019 and held it in 2 quarters.
BerganKDV Wealth Management's KraneShares CICC China Leaders 100 Index ETF position peaked at $3K in Q4 2019.
14 funds tracked by Wall St. Rank held KraneShares CICC China Leaders 100 Index ETF as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.