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Lee Financial’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Lee Financial’s Portfolio KBA Stock Details KBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$3K – 807
2018
Q1 		$3K Buy
+100
New +$3.62K ﹤0.01% 671

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial's KBA Position: Q2 2018 in Review

Lee Financial sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q2 2018, closing a stake of 100 shares — an estimated $3K sold.

Lee Financial first reported a position in KBA in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 64 funds tracked by Wall St. Rank hold KBA as of Q2 2018.

  • Lee Financial reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q2 2018 after selling out during the quarter.
  • Lee Financial sold 100 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q2 2018, an estimated $3K.
  • Lee Financial first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q1 2018 and held it in 1 quarter.
  • Lee Financial's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $3K in Q1 2018.
  • 64 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.