CFA
KLEM

Carroll Financial Associates’s GaveKal Knowledge Leaders Emerging Markets ETF KLEM Stock Holding History

Carroll Financial Associates’s Portfolio KLEM Stock Details KLEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,200
Closed -$26K – 1285
2016
Q4 		$26K Buy
1,200
+200
+20% +$4.66K ﹤0.01% 588
2016
Q3 		$25K Buy
+1,000
New +$24.4K ﹤0.01% 605

Carroll Financial Associates's KLEM Position: Q1 2017 in Review

Carroll Financial Associates sold out of GaveKal Knowledge Leaders Emerging Markets ETF (KLEM) in Q1 2017, closing a stake of 1,200 shares — an estimated $26K sold.

Carroll Financial Associates first reported a position in KLEM in Q3 2016 and held it in 2 quarters. The position peaked at $26K in Q4 2016. 0 funds tracked by Wall St. Rank hold KLEM as of Q1 2017.

  • Carroll Financial Associates reported no remaining GaveKal Knowledge Leaders Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 1,200 GaveKal Knowledge Leaders Emerging Markets ETF shares in Q1 2017, an estimated $26K.
  • Carroll Financial Associates first reported a position in GaveKal Knowledge Leaders Emerging Markets ETF in Q3 2016 and held it in 2 quarters.
  • Carroll Financial Associates's GaveKal Knowledge Leaders Emerging Markets ETF position peaked at $26K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held GaveKal Knowledge Leaders Emerging Markets ETF as of Q1 2017.

Based on Carroll Financial Associates's 13F filing for Q1 2017, filed 11 Apr 2017.