CIA
KOL

Capital Investment Advisors’s VanEck Vectors Coal ETF KOL Stock Holding History

Capital Investment Advisors’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
2015
Q2 		– Sell
-4,330
Closed -$575K – 424
2015
Q1 		$575K Sell
4,330
-2,006
-32% -$278K 0.06% 226
2014
Q4 		$929K Sell
6,336
-2,685
-30% -$430K 0.1% 180
2014
Q3 		$1.54M Sell
9,021
-261
-3% -$49.1K 0.18% 127
2014
Q2 		$1.74M Sell
9,282
-772
-8% -$145K 0.2% 119
2014
Q1 		$1.86M Buy
10,054
+88
+0.9% +$15.9K 0.23% 105
2013
Q4 		$1.94M Buy
+9,966
New +$1.97M 0.26% 97

Other funds holding KOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Investment Advisors's KOL Position: Q2 2015 in Review

Capital Investment Advisors sold out of VanEck Vectors Coal ETF (KOL) in Q2 2015, closing a stake of 4,330 shares — an estimated $575K sold.

Capital Investment Advisors first reported a position in KOL in Q4 2013 and held it in 6 quarters. The position peaked at $1.94M in Q4 2013. 34 funds tracked by Wall St. Rank hold KOL as of Q2 2015.

  • Capital Investment Advisors reported no remaining VanEck Vectors Coal ETF position as of Q2 2015 after selling out during the quarter.
  • Capital Investment Advisors sold 4,330 VanEck Vectors Coal ETF shares in Q2 2015, an estimated $575K.
  • Capital Investment Advisors first reported a position in VanEck Vectors Coal ETF in Q4 2013 and held it in 6 quarters.
  • Capital Investment Advisors's VanEck Vectors Coal ETF position peaked at $1.94M in Q4 2013.
  • 34 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q2 2015.

Based on Capital Investment Advisors's 13F filing for Q2 2015, filed 27 Jul 2015.