Kavar Capital Partners Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

Kavar Capital Partners Group’s Portfolio ARKW Stock Details ARKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-85	Closed	-$4K	–	156
2019 Q2	$4K	Buy	+85	New	+$4.38K	﹤0.01%	436
2018 Q3	–	Sell	-285	Closed	-$16K	–	116
2018 Q2	$16K	Hold	285	–	–	0.01%	277
2018 Q1	$14K	Buy	+285	New	+$14.5K	0.01%	287

Other funds holding ARKW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

RJA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kavar Capital Partners Group's ARKW Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2019, closing a stake of 85 shares — an estimated $4K sold.

Kavar Capital Partners Group first reported a position in ARKW in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 75 funds tracked by Wall St. Rank hold ARKW as of Q3 2019.

Kavar Capital Partners Group reported no remaining ARK Next Generation Technology ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 85 ARK Next Generation Technology ETF shares in Q3 2019, an estimated $4K.
Kavar Capital Partners Group first reported a position in ARK Next Generation Technology ETF in Q1 2018 and held it in 3 quarters.
Kavar Capital Partners Group's ARK Next Generation Technology ETF position peaked at $16K in Q2 2018.
75 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.