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Cabot Wealth Management’s Kraneshares MSCI One Belt One Road Index ETF OBOR Stock Holding History

Cabot Wealth Management’s Portfolio OBOR Stock Details OBOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-76,265
Closed -$1.77M – 130
2018
Q2 		$1.77M Hold
76,265
– – 0.39% 66
2018
Q1 		$1.99M Buy
+76,265
New +$2.03M 0.44% 59

Other funds holding OBOR

KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BS
Boenning & Scattergood West Conshohocken, Pennsylvania $622M AUM 8.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cabot Wealth Management's OBOR Position: Q3 2018 in Review

Cabot Wealth Management sold out of Kraneshares MSCI One Belt One Road Index ETF (OBOR) in Q3 2018, closing a stake of 76,265 shares — an estimated $1.77M sold.

Cabot Wealth Management first reported a position in OBOR in Q1 2018 and held it in 2 quarters. The position peaked at $1.99M in Q1 2018. 9 funds tracked by Wall St. Rank hold OBOR as of Q3 2018.

  • Cabot Wealth Management reported no remaining Kraneshares MSCI One Belt One Road Index ETF position as of Q3 2018 after selling out during the quarter.
  • Cabot Wealth Management sold 76,265 Kraneshares MSCI One Belt One Road Index ETF shares in Q3 2018, an estimated $1.77M.
  • Cabot Wealth Management first reported a position in Kraneshares MSCI One Belt One Road Index ETF in Q1 2018 and held it in 2 quarters.
  • Cabot Wealth Management's Kraneshares MSCI One Belt One Road Index ETF position peaked at $1.99M in Q1 2018.
  • 9 funds tracked by Wall St. Rank held Kraneshares MSCI One Belt One Road Index ETF as of Q3 2018.

Based on Cabot Wealth Management's 13F filing for Q3 2018, filed 30 Oct 2018.