KKAMG
RALS

Kernodle & Katon Asset Management Group’s ProShares RAFI Long/Short RALS Stock Holding History

Kernodle & Katon Asset Management Group’s Portfolio RALS Stock Details RALS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-232
Closed -$9K – 346
2016
Q3 		$9K Hold
232
– – 0.01% 261
2016
Q2 		$9K Hold
232
– – 0.01% 221
2016
Q1 		$9K Hold
232
– – 0.01% 218
2015
Q4 		$9K Buy
+232
New +$9.09K 0.01% 213

Other funds holding RALS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kernodle & Katon Asset Management Group's RALS Position: Q4 2016 in Review

Kernodle & Katon Asset Management Group sold out of ProShares RAFI Long/Short (RALS) in Q4 2016, closing a stake of 232 shares — an estimated $9K sold.

Kernodle & Katon Asset Management Group first reported a position in RALS in Q4 2015 and held it in 4 quarters. The position peaked at $9K in Q3 2016. 25 funds tracked by Wall St. Rank hold RALS as of Q4 2016.

  • Kernodle & Katon Asset Management Group reported no remaining ProShares RAFI Long/Short position as of Q4 2016 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 232 ProShares RAFI Long/Short shares in Q4 2016, an estimated $9K.
  • Kernodle & Katon Asset Management Group first reported a position in ProShares RAFI Long/Short in Q4 2015 and held it in 4 quarters.
  • Kernodle & Katon Asset Management Group's ProShares RAFI Long/Short position peaked at $9K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held ProShares RAFI Long/Short as of Q4 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.