IA
KONA

IFP Advisors’s Kona Grill, Inc. KONA Stock Holding History

IFP Advisors’s Portfolio KONA Stock Details KONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,250
Closed -$16K – 4240
2016
Q4 		$16K Sell
1,250
-1,250
-50% -$14.8K ﹤0.01% 2634
2016
Q3 		$31K Buy
+2,500
New +$31.2K ﹤0.01% 2143

Other funds holding KONA

BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

IFP Advisors's KONA Position: Q1 2017 in Review

IFP Advisors sold out of Kona Grill, Inc. (KONA) in Q1 2017, closing a stake of 1,250 shares — an estimated $16K sold.

IFP Advisors first reported a position in KONA in Q3 2016 and held it in 2 quarters. The position peaked at $31K in Q3 2016. 62 funds tracked by Wall St. Rank hold KONA as of Q1 2017.

  • IFP Advisors reported no remaining Kona Grill, Inc. position as of Q1 2017 after selling out during the quarter.
  • IFP Advisors sold 1,250 Kona Grill, Inc. shares in Q1 2017, an estimated $16K.
  • IFP Advisors first reported a position in Kona Grill, Inc. in Q3 2016 and held it in 2 quarters.
  • IFP Advisors's Kona Grill, Inc. position peaked at $31K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held Kona Grill, Inc. as of Q1 2017.

Based on IFP Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.