Calton & Associates’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Calton & Associates’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
2018 Q4	–	Sell	-5,336	Closed	-$220K	–	308
2018 Q3	$220K	Sell	5,336 -20	-0.4%	-$848	0.06%	251
2018 Q2	$229K	Sell	5,356 -1,553	-22%	-$64.1K	0.07%	245
2018 Q1	$282K	Buy	6,909 +310	+5%	+$12.9K	0.08%	245
2017 Q4	$287K	Buy	+6,599	New	+$276K	0.07%	252

Other funds holding KNOW

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

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Calton & Associates's KNOW Position: Q4 2018 in Review

Calton & Associates sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q4 2018, closing a stake of 5,336 shares — an estimated $220K sold.

Calton & Associates first reported a position in KNOW in Q4 2017 and held it in 4 quarters. The position peaked at $287K in Q4 2017. 56 funds tracked by Wall St. Rank hold KNOW as of Q4 2018.

Calton & Associates reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q4 2018 after selling out during the quarter.
Calton & Associates sold 5,336 Direxion All Cap Insider Sentiment Shares shares in Q4 2018, an estimated $220K.
Calton & Associates first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2017 and held it in 4 quarters.
Calton & Associates's Direxion All Cap Insider Sentiment Shares position peaked at $287K in Q4 2017.
56 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q4 2018.

Based on Calton & Associates's 13F filing for Q4 2018, filed 11 Feb 2019.