LP
KOIN

LGL Partners’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

LGL Partners’s Portfolio KOIN Stock Details KOIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-20,282
Closed -$443K – 109
2018
Q4 		$443K Buy
20,282
+282
+1% +$6.76K 0.24% 36
2018
Q3 		$536K Sell
20,000
-5,000
-20% -$130K 0.25% 38
2018
Q2 		$618K Hold
25,000
– – 0.29% 39
2018
Q1 		$594K Buy
+25,000
New +$607K 0.28% 45

Other funds holding KOIN

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LGL Partners's KOIN Position: Q1 2019 in Review

LGL Partners sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q1 2019, closing a stake of 20,282 shares — an estimated $443K sold.

LGL Partners first reported a position in KOIN in Q1 2018 and held it in 4 quarters. The position peaked at $618K in Q2 2018. 7 funds tracked by Wall St. Rank hold KOIN as of Q1 2019.

  • LGL Partners reported no remaining Capital Link Global Fintech Leaders ETF position as of Q1 2019 after selling out during the quarter.
  • LGL Partners sold 20,282 Capital Link Global Fintech Leaders ETF shares in Q1 2019, an estimated $443K.
  • LGL Partners first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2018 and held it in 4 quarters.
  • LGL Partners's Capital Link Global Fintech Leaders ETF position peaked at $618K in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q1 2019.

Based on LGL Partners's 13F filing for Q1 2019, filed 15 May 2019.