MWPCG
KN icon

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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return