HRIA
KOL

Haberer Registered Investment Advisor’s VanEck Vectors Coal ETF KOL Stock Holding History

Haberer Registered Investment Advisor’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
Q1 		– Sell
-25
Closed -$5K – 446
2013
Q4 		$5K Hold
25
– – ﹤0.01% 328
2013
Q3 		$5K Hold
25
– – ﹤0.01% 342
2013
Q2 		$4K Buy
+25
New +$5.19K ﹤0.01% 407

Other funds holding KOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Haberer Registered Investment Advisor's KOL Position: Q1 2014 in Review

Haberer Registered Investment Advisor sold out of VanEck Vectors Coal ETF (KOL) in Q1 2014, closing a stake of 25 shares — an estimated $5K sold.

Haberer Registered Investment Advisor first reported a position in KOL in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2013. 39 funds tracked by Wall St. Rank hold KOL as of Q1 2014.

  • Haberer Registered Investment Advisor reported no remaining VanEck Vectors Coal ETF position as of Q1 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 25 VanEck Vectors Coal ETF shares in Q1 2014, an estimated $5K.
  • Haberer Registered Investment Advisor first reported a position in VanEck Vectors Coal ETF in Q2 2013 and held it in 3 quarters.
  • Haberer Registered Investment Advisor's VanEck Vectors Coal ETF position peaked at $5K in Q4 2013.
  • 39 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q1 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2014, filed 9 Apr 2014.