Carroll Financial Associates’s VanEck Vectors Coal ETF KOL Stock Holding History

Carroll Financial Associates’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
2014 Q4	–	Sell	-119	Closed	-$19K	–	928
2014 Q3	$19K	Hold	119	–	–	0.01%	468
2014 Q2	$22K	Hold	119	–	–	0.01%	466
2014 Q1	$22K	Buy	+119	New	+$21.5K	0.01%	412
2013 Q4	–	Sell	-119	Closed	-$22K	–	919
2013 Q3	$22K	Buy	+119	New	+$22.3K	0.01%	410

Other funds holding KOL

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Carroll Financial Associates's KOL Position: Q4 2014 in Review

Carroll Financial Associates sold out of VanEck Vectors Coal ETF (KOL) in Q4 2014, closing a stake of 119 shares — an estimated $19K sold.

Carroll Financial Associates first reported a position in KOL in Q3 2013 and held it in 4 quarters. The position peaked at $22K in Q2 2014. 38 funds tracked by Wall St. Rank hold KOL as of Q4 2014.

Carroll Financial Associates reported no remaining VanEck Vectors Coal ETF position as of Q4 2014 after selling out during the quarter.
Carroll Financial Associates sold 119 VanEck Vectors Coal ETF shares in Q4 2014, an estimated $19K.
Carroll Financial Associates first reported a position in VanEck Vectors Coal ETF in Q3 2013 and held it in 4 quarters.
Carroll Financial Associates's VanEck Vectors Coal ETF position peaked at $22K in Q2 2014.
38 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q4 2014.

Based on Carroll Financial Associates's 13F filing for Q4 2014, filed 9 Feb 2015.