OneDigital Investment Advisors’s VanEck Vectors Coal ETF KOL Stock Holding History

OneDigital Investment Advisors’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
2020 Q3	–	Sell	-7,599	Closed	-$541K	–	737
2020 Q2	$541K	Buy	7,599 +3,849	+103%	+$263K	0.04%	299
2020 Q1	$236K	Sell	3,750 -640	-15%	-$51.7K	0.02%	430
2019 Q4	$434K	Sell	4,390 -475	-10%	-$51.3K	0.03%	337
2019 Q3	$529K	Sell	4,865 -4,594	-49%	-$542K	0.05%	262
2019 Q2	$1.26M	Buy	9,459 +4,554	+93%	+$600K	0.1%	124
2019 Q1	$664K	Sell	4,905 -60	-1%	-$8.21K	0.1%	150
2018 Q4	$624K	Buy	+4,965	New	+$719K	0.11%	142
2018 Q3	–	Sell	-5,865	Closed	-$926K	–	1329
2018 Q2	$926K	Sell	5,865 -235	-4%	-$38.2K	0.19%	77
2018 Q1	$958K	Sell	6,100 -1,388	-19%	-$237K	0.21%	81
2017 Q4	$1.2M	Buy	7,488 +5	+0.1%	+$757	0.14%	66
2017 Q3	$1.09M	Buy	7,483 +320	+4%	+$46.6K	0.4%	34
2017 Q2	$948K	Buy	+7,163	New	+$952K	0.28%	63

Other funds holding KOL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's KOL Position: Q3 2020 in Review

OneDigital Investment Advisors sold out of VanEck Vectors Coal ETF (KOL) in Q3 2020, closing a stake of 7,599 shares — an estimated $541K sold.

OneDigital Investment Advisors first reported a position in KOL in Q2 2017 and held it in 12 quarters. The position peaked at $1.26M in Q2 2019. 14 funds tracked by Wall St. Rank hold KOL as of Q3 2020.

OneDigital Investment Advisors reported no remaining VanEck Vectors Coal ETF position as of Q3 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 7,599 VanEck Vectors Coal ETF shares in Q3 2020, an estimated $541K.
OneDigital Investment Advisors first reported a position in VanEck Vectors Coal ETF in Q2 2017 and held it in 12 quarters.
OneDigital Investment Advisors's VanEck Vectors Coal ETF position peaked at $1.26M in Q2 2019.
14 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q3 2020.

Based on OneDigital Investment Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.