GBBWRPM
KNOW

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q4 		– Sell
-210
Closed -$8K – 483
2017
Q3 		$8K Buy
+210
New +$8.34K ﹤0.01% 307

Other funds holding KNOW

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's KNOW Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q4 2017, closing a stake of 210 shares — an estimated $8K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in KNOW in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 44 funds tracked by Wall St. Rank hold KNOW as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 210 Direxion All Cap Insider Sentiment Shares shares in Q4 2017, an estimated $8K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Direxion All Cap Insider Sentiment Shares in Q3 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Direxion All Cap Insider Sentiment Shares position peaked at $8K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.