ICOA
KNOW

Investment Centers of America’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Investment Centers of America’s Portfolio KNOW Stock Details KNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-14,190
Closed -$584K – 557
2017
Q3 		$584K Buy
14,190
+2,347
+20% +$93.2K 0.04% 314
2017
Q2 		$471K Buy
11,843
+1,571
+15% +$62.1K 0.04% 364
2017
Q1 		$409K Buy
10,272
+1,182
+13% +$46.1K 0.03% 401
2016
Q4 		$349K Buy
9,090
+2,150
+31% +$82.3K 0.03% 399
2016
Q3 		$255K Buy
6,940
+1,260
+22% +$47.1K 0.03% 426
2016
Q2 		$207K Buy
+5,680
New +$205K 0.02% 445

Other funds holding KNOW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment Centers of America's KNOW Position: Q4 2017 in Review

Investment Centers of America sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q4 2017, closing a stake of 14,190 shares — an estimated $584K sold.

Investment Centers of America first reported a position in KNOW in Q2 2016 and held it in 6 quarters. The position peaked at $584K in Q3 2017. 44 funds tracked by Wall St. Rank hold KNOW as of Q4 2017.

  • Investment Centers of America reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 14,190 Direxion All Cap Insider Sentiment Shares shares in Q4 2017, an estimated $584K.
  • Investment Centers of America first reported a position in Direxion All Cap Insider Sentiment Shares in Q2 2016 and held it in 6 quarters.
  • Investment Centers of America's Direxion All Cap Insider Sentiment Shares position peaked at $584K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.