LPL Financial
KOL

LPL Financial’s VanEck Vectors Coal ETF KOL Stock Holding History

LPL Financial’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,543
Closed -$153K – 3497
2019
Q4 		$153K Sell
1,543
-235
-13% -$25.4K ﹤0.01% 3162
2019
Q3 		$193K Buy
1,778
+302
+20% +$35.6K ﹤0.01% 3013
2019
Q2 		$196K Sell
1,476
-56
-4% -$7.38K ﹤0.01% 3032
2019
Q1 		$207K Sell
1,532
-1,283
-46% -$175K ﹤0.01% 2920
2018
Q4 		$354K Sell
2,815
-314
-10% -$45.5K ﹤0.01% 2337
2018
Q3 		$484K Sell
3,129
-497
-14% -$78.3K ﹤0.01% 2262
2018
Q2 		$572K Sell
3,626
-351
-9% -$57K ﹤0.01% 2082
2018
Q1 		$625K Buy
3,977
+233
+6% +$39.8K ﹤0.01% 1959
2017
Q4 		$600K Sell
3,744
-8,673
-70% -$1.31M ﹤0.01% 1900
2017
Q3 		$1.81M Buy
12,417
+5,558
+81% +$809K 0.01% 1047
2017
Q2 		$908K Sell
6,859
-1,394
-17% -$185K ﹤0.01% 1432
2017
Q1 		$1.16M Buy
8,253
+285
+4% +$37.8K 0.01% 1164
2016
Q4 		$984K Sell
7,968
-5,408
-40% -$700K 0.01% 1229
2016
Q3 		$1.59M Buy
13,376
+8,209
+159% +$871K 0.02% 890
2016
Q2 		$481K Sell
5,167
-5,316
-51% -$440K ﹤0.01% 1713
2016
Q1 		$764K Sell
10,483
-681
-6% -$44.2K ﹤0.01% 1866
2015
Q4 		$689K Buy
11,164
+4,648
+71% +$361K ﹤0.01% 1973
2015
Q3 		$555K Sell
6,516
-428
-6% -$40K ﹤0.01% 1698
2015
Q2 		$755K Sell
6,944
-294
-4% -$38.4K ﹤0.01% 1570
2015
Q1 		$962K Sell
7,238
-1,482
-17% -$205K ﹤0.01% 1381
2014
Q4 		$1.28M Sell
8,720
-1,077
-11% -$172K 0.01% 1135
2014
Q3 		$1.66M Sell
9,797
-790
-7% -$149K 0.01% 963
2014
Q2 		$1.98M Sell
10,587
-1,783
-14% -$334K 0.01% 887
2014
Q1 		$2.29M Buy
12,370
+2,417
+24% +$436K 0.01% 764
2013
Q4 		$1.94M Buy
9,953
+4,511
+83% +$893K 0.01% 840
2013
Q3 		$1.08M Buy
5,442
+328
+6% +$61.4K 0.01% 1147
2013
Q2 		$903K Buy
+5,114
New +$1.06M 0.01% 1191

Other funds holding KOL

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

LPL Financial's KOL Position: Q1 2020 in Review

LPL Financial sold out of VanEck Vectors Coal ETF (KOL) in Q1 2020, closing a stake of 1,543 shares — an estimated $153K sold.

LPL Financial first reported a position in KOL in Q2 2013 and held it in 27 quarters. The position peaked at $2.29M in Q1 2014. 15 funds tracked by Wall St. Rank hold KOL as of Q1 2020.

  • LPL Financial reported no remaining VanEck Vectors Coal ETF position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 1,543 VanEck Vectors Coal ETF shares in Q1 2020, an estimated $153K.
  • LPL Financial first reported a position in VanEck Vectors Coal ETF in Q2 2013 and held it in 27 quarters.
  • LPL Financial's VanEck Vectors Coal ETF position peaked at $2.29M in Q1 2014.
  • 15 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.