Blue Bell Private Wealth Management’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Blue Bell Private Wealth Management’s Portfolio KNOW Stock Details KNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-400	Closed	-$10K	–	219
2020 Q2	$10K	Hold	400	–	–	﹤0.01%	172
2020 Q1	$11K	Sell	400 -604	-60%	-$21.4K	0.01%	145
2019 Q4	$40K	Buy	1,004 +4	+0.4%	+$154	0.02%	117
2019 Q3	$38K	Hold	1,000	–	–	0.02%	117
2019 Q2	$39K	Hold	1,000	–	–	0.02%	114
2019 Q1	$38K	Hold	1,000	–	–	0.02%	116
2018 Q4	$34K	Sell	1,000 -300	-23%	-$11.3K	0.02%	116
2018 Q3	$53K	Hold	1,300	–	–	0.02%	114
2018 Q2	$54K	Sell	1,300 -4	-0.3%	-$165	0.02%	112
2018 Q1	$53K	Buy	1,304 +4	+0.3%	+$167	0.02%	124
2017 Q4	$53K	Hold	1,300	–	–	0.02%	123
2017 Q3	$54K	Sell	1,300 -4	-0.3%	-$159	0.03%	123
2017 Q2	$52K	Buy	1,304 +902	+224%	+$35.6K	0.03%	130
2017 Q1	$16K	Hold	402	–	–	0.01%	166
2016 Q4	$16K	Hold	402	–	–	0.01%	171
2016 Q3	$15K	Buy	402 +2	+0.5%	+$75	0.01%	325
2016 Q2	$15K	Sell	400 -92	-19%	-$3.32K	0.01%	323
2016 Q1	$17K	Buy	492 +12	+3%	+$404	0.01%	313
2015 Q4	$17K	Sell	480 -160	-25%	-$5.63K	0.01%	326
2015 Q3	$21K	Sell	640 -80	-11%	-$2.81K	0.01%	303
2015 Q2	$26K	Sell	720 -80	-10%	-$2.87K	0.02%	287
2015 Q1	$28K	Hold	800	–	–	0.02%	276
2014 Q4	$27K	Hold	800	–	–	0.02%	293
2014 Q3	$26K	Buy	+800	New	+$26.1K	0.02%	314

Other funds holding KNOW

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blue Bell Private Wealth Management's KNOW Position: Q3 2020 in Review

Blue Bell Private Wealth Management sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q3 2020, closing a stake of 400 shares — an estimated $10K sold.

Blue Bell Private Wealth Management first reported a position in KNOW in Q3 2014 and held it in 24 quarters. The position peaked at $54K in Q2 2018. 25 funds tracked by Wall St. Rank hold KNOW as of Q3 2020.

Blue Bell Private Wealth Management reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q3 2020 after selling out during the quarter.
Blue Bell Private Wealth Management sold 400 Direxion All Cap Insider Sentiment Shares shares in Q3 2020, an estimated $10K.
Blue Bell Private Wealth Management first reported a position in Direxion All Cap Insider Sentiment Shares in Q3 2014 and held it in 24 quarters.
Blue Bell Private Wealth Management's Direxion All Cap Insider Sentiment Shares position peaked at $54K in Q2 2018.
25 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q3 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.