OIA
KOIN

OneDigital Investment Advisors’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

OneDigital Investment Advisors’s Portfolio KOIN Stock Details KOIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-355
Closed -$10K – 1206
2019
Q2 		$10K Hold
355
– – ﹤0.01% 947
2019
Q1 		$9K Buy
355
+5
+1% +$122 ﹤0.01% 908
2018
Q4 		$8K Buy
+350
New +$8.4K ﹤0.01% 895

Other funds holding KOIN

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

OneDigital Investment Advisors's KOIN Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2019, closing a stake of 355 shares — an estimated $10K sold.

OneDigital Investment Advisors first reported a position in KOIN in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 7 funds tracked by Wall St. Rank hold KOIN as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 355 Capital Link Global Fintech Leaders ETF shares in Q3 2019, an estimated $10K.
  • OneDigital Investment Advisors first reported a position in Capital Link Global Fintech Leaders ETF in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's Capital Link Global Fintech Leaders ETF position peaked at $10K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.