Cabot Wealth Management’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Cabot Wealth Management’s Portfolio KGRN Stock Details KGRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-70,428	Closed	-$1.72M	–	128
2018 Q1	$1.72M	Sell	70,428 -1,210	-2%	-$31K	0.38%	66
2017 Q4	$1.81M	Buy	+71,638	New	+$1.8M	0.39%	67

Other funds holding KGRN

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Cabot Wealth Management's KGRN Position: Q2 2018 in Review

Cabot Wealth Management sold out of KraneShares MSCI China Clean Technology Index ETF (KGRN) in Q2 2018, closing a stake of 70,428 shares — an estimated $1.72M sold.

Cabot Wealth Management first reported a position in KGRN in Q4 2017 and held it in 2 quarters. The position peaked at $1.81M in Q4 2017. 3 funds tracked by Wall St. Rank hold KGRN as of Q2 2018.

Cabot Wealth Management reported no remaining KraneShares MSCI China Clean Technology Index ETF position as of Q2 2018 after selling out during the quarter.
Cabot Wealth Management sold 70,428 KraneShares MSCI China Clean Technology Index ETF shares in Q2 2018, an estimated $1.72M.
Cabot Wealth Management first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q4 2017 and held it in 2 quarters.
Cabot Wealth Management's KraneShares MSCI China Clean Technology Index ETF position peaked at $1.81M in Q4 2017.
3 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q2 2018.

Based on Cabot Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.