NewSquare Capital’s Kandi Technologies Group KNDI Stock Holding History

NewSquare Capital’s Portfolio KNDI Stock Details KNDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-16,000	Closed	-$78K	–	328
2018 Q1	$78K	Hold	16,000	–	–	0.02%	128
2017 Q4	$109K	Sell	16,000 -2,000	-11%	-$14.9K	0.02%	114
2017 Q3	$104K	Buy	18,000 +2,000	+13%	+$8.48K	0.02%	111
2017 Q2	$71K	Hold	16,000	–	–	0.02%	119
2017 Q1	$61K	Hold	16,000	–	–	0.01%	128
2016 Q4	$78K	Hold	16,000	–	–	0.02%	133
2016 Q3	$88K	Hold	16,000	–	–	0.02%	136
2016 Q2	$114K	Hold	16,000	–	–	0.03%	135
2016 Q1	$115K	Hold	16,000	–	–	0.03%	137
2015 Q4	$174K	Hold	16,000	–	–	0.05%	112
2015 Q3	$84K	Hold	16,000	–	–	0.02%	126
2015 Q2	$145K	Hold	16,000	–	–	0.04%	116
2015 Q1	$198K	Hold	16,000	–	–	0.06%	105
2014 Q4	$224K	Hold	16,000	–	–	0.08%	107
2014 Q3	$208K	Hold	16,000	–	–	0.07%	114
2014 Q2	$226K	Hold	16,000	–	–	0.08%	112
2014 Q1	$262K	Hold	16,000	–	–	0.11%	99
2013 Q4	$189K	Hold	16,000	–	–	0.09%	88
2013 Q3	$124K	Hold	16,000	–	–	0.06%	99
2013 Q2	$90K	Buy	+16,000	New	+$74.9K	0.04%	102

Other funds holding KNDI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

ACM

Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewSquare Capital's KNDI Position: Q2 2018 in Review

NewSquare Capital sold out of Kandi Technologies Group (KNDI) in Q2 2018, closing a stake of 16,000 shares — an estimated $78K sold.

NewSquare Capital first reported a position in KNDI in Q2 2013 and held it in 20 quarters. The position peaked at $262K in Q1 2014. 44 funds tracked by Wall St. Rank hold KNDI as of Q2 2018.

NewSquare Capital reported no remaining Kandi Technologies Group position as of Q2 2018 after selling out during the quarter.
NewSquare Capital sold 16,000 Kandi Technologies Group shares in Q2 2018, an estimated $78K.
NewSquare Capital first reported a position in Kandi Technologies Group in Q2 2013 and held it in 20 quarters.
NewSquare Capital's Kandi Technologies Group position peaked at $262K in Q1 2014.
44 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2018.

Based on NewSquare Capital's 13F filing for Q2 2018, filed 23 Jul 2018.