HI
KLDW

Harbour Investments’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Harbour Investments’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-61
Closed -$3K – 4034
2021
Q3 		$3K Buy
61
+1
+2% +$48 ﹤0.01% 3261
2021
Q2 		$3K Hold
60
– – ﹤0.01% 3323
2021
Q1 		$3K Buy
+60
New +$2.61K ﹤0.01% 3169

Other funds holding KLDW

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

Harbour Investments's KLDW Position: Q4 2021 in Review

Harbour Investments sold out of Knowledge Leaders Developed World ETF (KLDW) in Q4 2021, closing a stake of 61 shares — an estimated $3K sold.

Harbour Investments first reported a position in KLDW in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 21 funds tracked by Wall St. Rank hold KLDW as of Q4 2021.

  • Harbour Investments reported no remaining Knowledge Leaders Developed World ETF position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 61 Knowledge Leaders Developed World ETF shares in Q4 2021, an estimated $3K.
  • Harbour Investments first reported a position in Knowledge Leaders Developed World ETF in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Knowledge Leaders Developed World ETF position peaked at $3K in Q3 2021.
  • 21 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.