MAFM
KLDW

Mid Atlantic Financial Management’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Mid Atlantic Financial Management’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-7,183
Closed -$209K – 770
2018
Q4 		$209K Buy
+7,183
New +$226K 0.03% 582

Other funds holding KLDW

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mid Atlantic Financial Management's KLDW Position: Q1 2019 in Review

Mid Atlantic Financial Management sold out of Knowledge Leaders Developed World ETF (KLDW) in Q1 2019, closing a stake of 7,183 shares — an estimated $209K sold.

Mid Atlantic Financial Management first reported a position in KLDW in Q4 2018 and held it in 1 quarter. The position peaked at $209K in Q4 2018. 16 funds tracked by Wall St. Rank hold KLDW as of Q1 2019.

  • Mid Atlantic Financial Management reported no remaining Knowledge Leaders Developed World ETF position as of Q1 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 7,183 Knowledge Leaders Developed World ETF shares in Q1 2019, an estimated $209K.
  • Mid Atlantic Financial Management first reported a position in Knowledge Leaders Developed World ETF in Q4 2018 and held it in 1 quarter.
  • Mid Atlantic Financial Management's Knowledge Leaders Developed World ETF position peaked at $209K in Q4 2018.
  • 16 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q1 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2019, filed 7 May 2019.