CAAS
KOL

Capital Asset Advisory Services’s VanEck Vectors Coal ETF KOL Stock Holding History

Capital Asset Advisory Services’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-44
Closed -$4K – 634
2019
Q4 		$4K Buy
+44
New +$4.75K ﹤0.01% 552

Other funds holding KOL

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Capital Asset Advisory Services's KOL Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of VanEck Vectors Coal ETF (KOL) in Q1 2020, closing a stake of 44 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in KOL in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 15 funds tracked by Wall St. Rank hold KOL as of Q1 2020.

  • Capital Asset Advisory Services reported no remaining VanEck Vectors Coal ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Asset Advisory Services sold 44 VanEck Vectors Coal ETF shares in Q1 2020, an estimated $4K.
  • Capital Asset Advisory Services first reported a position in VanEck Vectors Coal ETF in Q4 2019 and held it in 1 quarter.
  • Capital Asset Advisory Services's VanEck Vectors Coal ETF position peaked at $4K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.