KCM Investment Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

KCM Investment Advisors’s Portfolio KLDW Stock Details KLDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-11,050	Closed	-$279K	–	535
2016 Q1	$279K	Hold	11,050	–	–	0.02%	428
2015 Q4	$274K	Hold	11,050	–	–	0.02%	429
2015 Q3	$258K	Buy	+11,050	New	+$273K	0.02%	448

Other funds holding KLDW

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KCM Investment Advisors's KLDW Position: Q2 2016 in Review

KCM Investment Advisors sold out of Knowledge Leaders Developed World ETF (KLDW) in Q2 2016, closing a stake of 11,050 shares — an estimated $279K sold.

KCM Investment Advisors first reported a position in KLDW in Q3 2015 and held it in 3 quarters. The position peaked at $279K in Q1 2016. 2 funds tracked by Wall St. Rank hold KLDW as of Q2 2016.

KCM Investment Advisors reported no remaining Knowledge Leaders Developed World ETF position as of Q2 2016 after selling out during the quarter.
KCM Investment Advisors sold 11,050 Knowledge Leaders Developed World ETF shares in Q2 2016, an estimated $279K.
KCM Investment Advisors first reported a position in Knowledge Leaders Developed World ETF in Q3 2015 and held it in 3 quarters.
KCM Investment Advisors's Knowledge Leaders Developed World ETF position peaked at $279K in Q1 2016.
2 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q2 2016.

Based on KCM Investment Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.