Envestnet Asset Management’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Envestnet Asset Management’s Portfolio KNOW Stock Details KNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-515	Closed	-$21K	–	2932
2018 Q2	$21K	Buy	515 +131	+34%	+$5.41K	﹤0.01%	2418
2018 Q1	$16K	Hold	384	–	–	﹤0.01%	2424
2017 Q4	$16K	Hold	384	–	–	﹤0.01%	2556
2017 Q3	$16K	Hold	384	–	–	﹤0.01%	2527
2017 Q2	$15K	Sell	384 -384	-50%	-$15.2K	﹤0.01%	2653
2017 Q1	$30K	Hold	768	–	–	﹤0.01%	2585
2016 Q4	$29K	Buy	+768	New	+$29.4K	﹤0.01%	2585

Other funds holding KNOW

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

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

Envestnet Asset Management's KNOW Position: Q3 2018 in Review

Envestnet Asset Management sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q3 2018, closing a stake of 515 shares — an estimated $21K sold.

Envestnet Asset Management first reported a position in KNOW in Q4 2016 and held it in 7 quarters. The position peaked at $30K in Q1 2017. 52 funds tracked by Wall St. Rank hold KNOW as of Q3 2018.

Envestnet Asset Management reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q3 2018 after selling out during the quarter.
Envestnet Asset Management sold 515 Direxion All Cap Insider Sentiment Shares shares in Q3 2018, an estimated $21K.
Envestnet Asset Management first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2016 and held it in 7 quarters.
Envestnet Asset Management's Direxion All Cap Insider Sentiment Shares position peaked at $30K in Q1 2017.
52 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.