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Mosaic Family Wealth’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Mosaic Family Wealth’s Portfolio KBA Stock Details KBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-800
Closed -$27K – 807
2017
Q3 		$27K Hold
800
– – 0.01% 432
2017
Q2 		$25K Buy
+800
New +$23K 0.01% 414

Other funds holding KBA

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
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mosaic Family Wealth's KBA Position: Q4 2017 in Review

Mosaic Family Wealth sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q4 2017, closing a stake of 800 shares — an estimated $27K sold.

Mosaic Family Wealth first reported a position in KBA in Q2 2017 and held it in 2 quarters. The position peaked at $27K in Q3 2017. 37 funds tracked by Wall St. Rank hold KBA as of Q4 2017.

  • Mosaic Family Wealth reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 800 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q4 2017, an estimated $27K.
  • Mosaic Family Wealth first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q2 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $27K in Q3 2017.
  • 37 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.