CAPTRUST Financial Advisors
KOL

CAPTRUST Financial Advisors’s VanEck Vectors Coal ETF KOL Stock Holding History

CAPTRUST Financial 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
Q3 		– Sell
-15
Closed -$2K – 202
2015
Q2 		$2K Hold
15
– – ﹤0.01% 164
2015
Q1 		$1.99K Hold
15
– – ﹤0.01% 174
2014
Q4 		$2K Buy
+15
New +$2.4K ﹤0.01% 161
2014
Q3 		– Sell
-15
Closed -$3K – 147
2014
Q2 		$3K Hold
15
– – ﹤0.01% 151
2014
Q1 		$3K Hold
15
– – ﹤0.01% 176
2013
Q4 		$3K Buy
+15
New +$2.97K ﹤0.01% 187

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NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
S
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Wells Fargo
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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CAPTRUST Financial Advisors's KOL Position: Q3 2015 in Review

CAPTRUST Financial Advisors sold out of VanEck Vectors Coal ETF (KOL) in Q3 2015, closing a stake of 15 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in KOL in Q4 2013 and held it in 6 quarters. The position peaked at $3K in Q2 2014. 31 funds tracked by Wall St. Rank hold KOL as of Q3 2015.

  • CAPTRUST Financial Advisors reported no remaining VanEck Vectors Coal ETF position as of Q3 2015 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15 VanEck Vectors Coal ETF shares in Q3 2015, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in VanEck Vectors Coal ETF in Q4 2013 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's VanEck Vectors Coal ETF position peaked at $3K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q3 2015.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.