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Integrated Wealth Management (Palm Desert)’s Kandi Technologies Group KNDI Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio KNDI Stock Details KNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-200
Closed -$2K – 1401
2015
Q1 		$2K Buy
+200
New +$2.61K ﹤0.01% 1097

Other funds holding KNDI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Cubist Systematic Strategies
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Mizuho Securities USA
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
DCM
Dialectic Capital Management Norwalk, Connecticut $155M AUM 59.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KNDI Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Kandi Technologies Group (KNDI) in Q2 2015, closing a stake of 200 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KNDI in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 43 funds tracked by Wall St. Rank hold KNDI as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Kandi Technologies Group position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 200 Kandi Technologies Group shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Kandi Technologies Group in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Kandi Technologies Group position peaked at $2K in Q1 2015.
  • 43 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.