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LWAC
Laurel Wealth Advisors (California)’s
Knowles
KN
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
KN Stock Details
KN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q1
–
Sell
-14,045
Closed
-$234K
–
310
2016
Q4
$234K
Sell
14,045
-5,834
-29%
-$91K
0.11%
211
2016
Q3
$279K
Sell
19,879
-225
-1%
-$3.19K
0.14%
187
2016
Q2
$275K
Hold
20,104
–
–
0.13%
185
2016
Q1
$265K
Sell
20,104
-3,793
-16%
-$46.7K
0.13%
189
2015
Q4
$319K
Buy
+23,897
New
+$408K
0.17%
163
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1-Year Est. Return
SCM
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
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Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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