Kelman-Lazarov Inc’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-30	Closed	-$1.15K	–	276
2016 Q4	$1.15K	Hold	30	–	–	﹤0.01%	290
2016 Q3	$1.11K	Hold	30	–	–	﹤0.01%	346
2016 Q2	$1.09K	Hold	30	–	–	﹤0.01%	338
2016 Q1	$1K	Buy	+30	New	+$1.01K	﹤0.01%	347

Other funds holding KNOW

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

LYV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WMG

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

Kelman-Lazarov Inc's KNOW Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q1 2017, closing a stake of 30 shares — an estimated $1.15K sold.

Kelman-Lazarov Inc first reported a position in KNOW in Q1 2016 and held it in 4 quarters. The position peaked at $1.15K in Q4 2016. 40 funds tracked by Wall St. Rank hold KNOW as of Q1 2017.

Kelman-Lazarov Inc reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 30 Direxion All Cap Insider Sentiment Shares shares in Q1 2017, an estimated $1.15K.
Kelman-Lazarov Inc first reported a position in Direxion All Cap Insider Sentiment Shares in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's Direxion All Cap Insider Sentiment Shares position peaked at $1.15K in Q4 2016.
40 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.