BL
KNDI

Bolton LP’s Kandi Technologies Group KNDI Stock Holding History

Bolton LP’s Portfolio KNDI Stock Details KNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-18,500
Closed -$97K – 96
2015
Q3 		$97K Sell
18,500
-500
-3% -$3.44K 0.01% 119
2015
Q2 		$172K Sell
19,000
-231,600
-92% -$2.5M 0.05% 142
2015
Q1 		$3.1M Sell
250,600
-243,700
-49% -$3.18M 0.81% 36
2014
Q4 		$6.92M Buy
494,300
+241,700
+96% +$3.33M 2.13% 15
2014
Q3 		$3.28M Buy
252,600
+202,600
+405% +$3.44M 0.69% 36
2014
Q2 		$707K Sell
50,000
-12,800
-20% -$162K 0.11% 86
2014
Q1 		$1.03M Buy
62,800
+60,382
+2,497% +$907K 0.24% 75
2013
Q4 		$312K Buy
2,418
+316
+15% +$2.36K 0.06% 120
2013
Q3 		$574K Buy
+2,102
New +$11K 0.16% 90

Other funds holding KNDI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

Bolton LP's KNDI Position: Q4 2015 in Review

Bolton LP sold out of Kandi Technologies Group (KNDI) in Q4 2015, closing a stake of 3,700 shares — an estimated $19K sold.

Bolton LP first reported a position in KNDI in Q3 2013 and held it in 9 quarters. The position peaked at $5.62M in Q4 2014. 44 funds tracked by Wall St. Rank hold KNDI as of Q4 2015.

  • Bolton LP reported no remaining Kandi Technologies Group position as of Q4 2015 after selling out during the quarter.
  • Bolton LP sold 3,700 Kandi Technologies Group shares in Q4 2015, an estimated $19K.
  • Bolton LP first reported a position in Kandi Technologies Group in Q3 2013 and held it in 9 quarters.
  • Bolton LP's Kandi Technologies Group position peaked at $5.62M in Q4 2014.
  • 44 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q4 2015.

Based on Bolton LP's 13F filing for Q4 2015, filed 10 Feb 2016.