Carroll Financial Associates’s Kraneshares MSCI One Belt One Road Index ETF OBOR Stock Holding History

Carroll Financial Associates’s Portfolio OBOR Stock Details OBOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$34K	Hold	1,085	–	–	﹤0.01%	826
2021 Q3	$33K	Hold	1,085	–	–	﹤0.01%	859
2021 Q2	$32K	Hold	1,085	–	–	﹤0.01%	948
2021 Q1	$31K	Hold	1,085	–	–	﹤0.01%	900
2020 Q4	$29K	Hold	1,085	–	–	﹤0.01%	833
2020 Q3	$23K	Hold	1,085	–	–	﹤0.01%	829
2020 Q2	$22K	Hold	1,085	–	–	﹤0.01%	836
2020 Q1	$19K	Hold	1,085	–	–	﹤0.01%	793
2019 Q4	$26K	Hold	1,085	–	–	﹤0.01%	816
2019 Q3	$24K	Hold	1,085	–	–	﹤0.01%	776
2019 Q2	$25K	Hold	1,085	–	–	﹤0.01%	764
2019 Q1	$25K	Hold	1,085	–	–	﹤0.01%	697
2018 Q4	$23K	Hold	1,085	–	–	﹤0.01%	638
2018 Q3	$25K	Buy	+1,085	New	+$25.4K	﹤0.01%	651

Other funds holding OBOR

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Carroll Financial Associates's OBOR Position: Q4 2021 in Review

Carroll Financial Associates held its Kraneshares MSCI One Belt One Road Index ETF (OBOR) position steady in Q4 2021 at 1,085 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Carroll Financial Associates first reported a position in OBOR in Q3 2018 and has held it in 14 quarters since. 9 funds tracked by Wall St. Rank hold OBOR as of Q4 2021.

Carroll Financial Associates held 1,085 shares of Kraneshares MSCI One Belt One Road Index ETF worth $34K as of Q4 2021.
Carroll Financial Associates left its Kraneshares MSCI One Belt One Road Index ETF share count unchanged in Q4 2021.
Kraneshares MSCI One Belt One Road Index ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #826 holding.
Carroll Financial Associates first reported a position in Kraneshares MSCI One Belt One Road Index ETF in Q3 2018 and has held it in 14 quarters since.
9 funds tracked by Wall St. Rank held Kraneshares MSCI One Belt One Road Index ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.