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Measured Wealth Private Client Group’s Knowles KN Stock Holding History

Measured Wealth Private Client Group’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
2019
Q3 		– Sell
-22,035
Closed -$403K – 170
2019
Q2 		$403K Sell
22,035
-6,485
-23% -$114K 0.23% 89
2019
Q1 		$503K Buy
28,520
+11,845
+71% +$183K 0.31% 65
2018
Q4 		$222K Sell
16,675
-6,685
-29% -$97.9K 0.2% 91
2018
Q3 		$389K Buy
23,360
+510
+2% +$8.58K 0.23% 75
2018
Q2 		$349K Buy
+22,850
New +$315K 0.28% 77

Other funds holding KN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AWG
Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Measured Wealth Private Client Group's KN Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Knowles (KN) in Q3 2019, closing a stake of 22,035 shares — an estimated $403K sold.

Measured Wealth Private Client Group first reported a position in KN in Q2 2018 and held it in 5 quarters. The position peaked at $503K in Q1 2019. 268 funds tracked by Wall St. Rank hold KN as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining Knowles position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 22,035 Knowles shares in Q3 2019, an estimated $403K.
  • Measured Wealth Private Client Group first reported a position in Knowles in Q2 2018 and held it in 5 quarters.
  • Measured Wealth Private Client Group's Knowles position peaked at $503K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held Knowles as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.