Kovitz Investment Group Partners’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Kovitz Investment Group Partners’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
2019 Q4	–	Sell	-22,095	Closed	-$846K	–	381
2019 Q3	$846K	Sell	22,095 -32,285	-59%	-$1.24M	0.03%	281
2019 Q2	$2.12M	Buy	54,380 +475	+0.9%	+$18.5K	0.07%	189
2019 Q1	$2.07M	Buy	+53,905	New	+$2.04M	0.07%	191

Other funds holding KNOW

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WMG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Kovitz Investment Group Partners's KNOW Position: Q4 2019 in Review

Kovitz Investment Group Partners sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q4 2019, closing a stake of 22,095 shares — an estimated $846K sold.

Kovitz Investment Group Partners first reported a position in KNOW in Q1 2019 and held it in 3 quarters. The position peaked at $2.12M in Q2 2019. 37 funds tracked by Wall St. Rank hold KNOW as of Q4 2019.

Kovitz Investment Group Partners reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q4 2019 after selling out during the quarter.
Kovitz Investment Group Partners sold 22,095 Direxion All Cap Insider Sentiment Shares shares in Q4 2019, an estimated $846K.
Kovitz Investment Group Partners first reported a position in Direxion All Cap Insider Sentiment Shares in Q1 2019 and held it in 3 quarters.
Kovitz Investment Group Partners's Direxion All Cap Insider Sentiment Shares position peaked at $2.12M in Q2 2019.
37 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q4 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2019, filed 13 Feb 2020.