Kalos Management’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Kalos Management’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
2019 Q1	–	Sell	-5,629	Closed	-$257K	–	187
2018 Q4	$257K	Buy	+5,629	New	+$212K	0.13%	149
2018 Q3	–	Sell	-5,629	Closed	-$240K	–	223
2018 Q2	$240K	Buy	+5,629	New	+$232K	0.11%	170
2018 Q1	–	Sell	-31,079	Closed	-$1.25M	–	225
2017 Q4	$1.25M	Buy	+31,079	New	+$1.3M	0.59%	49

Other funds holding KNOW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWM

Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Kalos Management's KNOW Position: Q1 2019 in Review

Kalos Management sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q1 2019, closing a stake of 5,629 shares — an estimated $257K sold.

Kalos Management first reported a position in KNOW in Q4 2017 and held it in 3 quarters. The position peaked at $1.25M in Q4 2017. 48 funds tracked by Wall St. Rank hold KNOW as of Q1 2019.

Kalos Management reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q1 2019 after selling out during the quarter.
Kalos Management sold 5,629 Direxion All Cap Insider Sentiment Shares shares in Q1 2019, an estimated $257K.
Kalos Management first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2017 and held it in 3 quarters.
Kalos Management's Direxion All Cap Insider Sentiment Shares position peaked at $1.25M in Q4 2017.
48 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q1 2019.

Based on Kalos Management's 13F filing for Q1 2019, filed 15 May 2019.