HighTower Advisors
KLDW

HighTower Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

HighTower Advisors’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
2022
Q4 		– Sell
-106,611
Closed -$3.5M – 3646
2022
Q3 		$3.5M Buy
106,611
+1,487
+1% +$54.1K 0.01% 953
2022
Q2 		$3.74M Sell
105,124
-185,311
-64% -$7.11M 0.01% 948
2022
Q1 		$12.2M Buy
290,435
+10,059
+4% +$433K 0.03% 544
2021
Q4 		$13.4M Buy
280,376
+11,453
+4% +$546K 0.03% 502
2021
Q3 		$12.6M Buy
268,923
+15,578
+6% +$745K 0.03% 455
2021
Q2 		$11.8M Buy
253,345
+43,240
+21% +$1.97M 0.03% 459
2021
Q1 		$9.21M Buy
210,105
+10,753
+5% +$467K 0.03% 515
2020
Q4 		$8.44M Buy
199,352
+794
+0.4% +$31.8K 0.04% 423
2020
Q3 		$7.52M Sell
198,558
-51,847
-21% -$1.9M 0.04% 423
2020
Q2 		$8.67M Sell
250,405
-51,056
-17% -$1.66M 0.05% 362
2020
Q1 		$8.68M Buy
301,461
+21,419
+8% +$721K 0.06% 305
2019
Q4 		$10.2M Sell
280,042
-1,864
-0.7% -$65.8K 0.06% 328
2019
Q3 		$9.52M Sell
281,906
-2,869
-1% -$94.9K 0.05% 349
2019
Q2 		$9.5M Sell
284,775
-54,775
-16% -$1.8M 0.06% 342
2019
Q1 		$11.1M Sell
339,550
-33,214
-9% -$1.05M 0.07% 280
2018
Q4 		$10.8M Sell
372,764
-31,022
-8% -$977K 0.08% 250
2018
Q3 		$14.1M Buy
403,786
+174,930
+76% +$6.01M 0.1% 219
2018
Q2 		$7.75M Sell
228,856
-6,641
-3% -$229K 0.06% 350
2018
Q1 		$8.04M Buy
235,497
+10,986
+5% +$377K 0.07% 312
2017
Q4 		$7.51M Buy
224,511
+3,636
+2% +$119K 0.06% 342
2017
Q3 		$7.04M Buy
220,875
+19,449
+10% +$606K 0.06% 358
2017
Q2 		$6.15M Buy
201,426
+18,838
+10% +$562K 0.06% 395
2017
Q1 		$5.24M Buy
+182,588
New +$5.08M 0.05% 421

Other funds holding KLDW

CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LA
Lakeside Advisors Seattle, Washington $150M AUM 14.73% 1-Year Est. Return

HighTower Advisors's KLDW Position: Q4 2022 in Review

HighTower Advisors sold out of Knowledge Leaders Developed World ETF (KLDW) in Q4 2022, closing a stake of 106,611 shares — an estimated $3.5M sold.

HighTower Advisors first reported a position in KLDW in Q1 2017 and held it in 23 quarters. The position peaked at $14.1M in Q3 2018. 18 funds tracked by Wall St. Rank hold KLDW as of Q4 2022.

  • HighTower Advisors reported no remaining Knowledge Leaders Developed World ETF position as of Q4 2022 after selling out during the quarter.
  • HighTower Advisors sold 106,611 Knowledge Leaders Developed World ETF shares in Q4 2022, an estimated $3.5M.
  • HighTower Advisors first reported a position in Knowledge Leaders Developed World ETF in Q1 2017 and held it in 23 quarters.
  • HighTower Advisors's Knowledge Leaders Developed World ETF position peaked at $14.1M in Q3 2018.
  • 18 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.