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Calton & Associates’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Calton & Associates’s Portfolio KBA Stock Details KBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-697
Closed -$26K – 851
2017
Q4 		$26K Buy
+697
New +$24K 0.01% 837

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Gruss & Co West Palm Beach, Florida $42.8M AUM 49.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Calton & Associates's KBA Position: Q1 2018 in Review

Calton & Associates sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q1 2018, closing a stake of 697 shares — an estimated $26K sold.

Calton & Associates first reported a position in KBA in Q4 2017 and held it in 1 quarter. The position peaked at $26K in Q4 2017. 46 funds tracked by Wall St. Rank hold KBA as of Q1 2018.

  • Calton & Associates reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 697 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q1 2018, an estimated $26K.
  • Calton & Associates first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $26K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.