KCS Wealth Advisory’s Nasdaq NDAQ Stock Holding History

KCS Wealth Advisory’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,850	Closed	-$94.4K	–	315
2019 Q3	$94.4K	Buy	+2,850	New	+$94.8K	0.07%	201

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCS Wealth Advisory's NDAQ Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Nasdaq (NDAQ) in Q4 2019, closing a stake of 2,850 shares — an estimated $94.4K sold.

KCS Wealth Advisory first reported a position in NDAQ in Q3 2019 and held it in 1 quarter. The position peaked at $94.4K in Q3 2019. 546 funds tracked by Wall St. Rank hold NDAQ as of Q4 2019.

KCS Wealth Advisory reported no remaining Nasdaq position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 2,850 Nasdaq shares in Q4 2019, an estimated $94.4K.
KCS Wealth Advisory first reported a position in Nasdaq in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Nasdaq position peaked at $94.4K in Q3 2019.
546 funds tracked by Wall St. Rank held Nasdaq as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.