NCMW
KOL

Northern Capital Management (Wisconsin)’s VanEck Vectors Coal ETF KOL Stock Holding History

Northern Capital Management (Wisconsin)’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,738
Closed -$520K – 146
2013
Q3 		$520K Sell
2,738
-2,196
-45% -$411K 0.3% 90
2013
Q2 		$871K Buy
+4,934
New +$1.02M 0.54% 64

Other funds holding KOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 10.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s KOL Position: Q4 2013 in Review

Northern Capital Management (Wisconsin) sold out of VanEck Vectors Coal ETF (KOL) in Q4 2013, closing a stake of 2,738 shares — an estimated $520K sold.

Northern Capital Management (Wisconsin) first reported a position in KOL in Q2 2013 and held it in 2 quarters. The position peaked at $871K in Q2 2013. 40 funds tracked by Wall St. Rank hold KOL as of Q4 2013.

  • Northern Capital Management (Wisconsin) reported no remaining VanEck Vectors Coal ETF position as of Q4 2013 after selling out during the quarter.
  • Northern Capital Management (Wisconsin) sold 2,738 VanEck Vectors Coal ETF shares in Q4 2013, an estimated $520K.
  • Northern Capital Management (Wisconsin) first reported a position in VanEck Vectors Coal ETF in Q2 2013 and held it in 2 quarters.
  • Northern Capital Management (Wisconsin)'s VanEck Vectors Coal ETF position peaked at $871K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q4 2013.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2013, filed 7 Feb 2014.