PA
KLDW

Parallel Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Parallel Advisors’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-895
Closed -$33K – 2780
2019
Q4 		$33K Hold
895
– – ﹤0.01% 1196
2019
Q3 		$30K Buy
+895
New +$29.6K ﹤0.01% 1190

Other funds holding KLDW

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Parallel Advisors's KLDW Position: Q1 2020 in Review

Parallel Advisors sold out of Knowledge Leaders Developed World ETF (KLDW) in Q1 2020, closing a stake of 895 shares — an estimated $33K sold.

Parallel Advisors first reported a position in KLDW in Q3 2019 and held it in 2 quarters. The position peaked at $33K in Q4 2019. 19 funds tracked by Wall St. Rank hold KLDW as of Q1 2020.

  • Parallel Advisors reported no remaining Knowledge Leaders Developed World ETF position as of Q1 2020 after selling out during the quarter.
  • Parallel Advisors sold 895 Knowledge Leaders Developed World ETF shares in Q1 2020, an estimated $33K.
  • Parallel Advisors first reported a position in Knowledge Leaders Developed World ETF in Q3 2019 and held it in 2 quarters.
  • Parallel Advisors's Knowledge Leaders Developed World ETF position peaked at $33K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q1 2020.

Based on Parallel Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.