Professional Planning’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Professional Planning’s Portfolio KWEB Stock Details KWEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-19,817	Closed	-$1.18M	–	30
2018 Q2	$1.18M	Sell	19,817 -6,790	-26%	-$416K	1.86%	14
2018 Q1	$1.63M	Buy	26,607 +4,514	+20%	+$289K	2.78%	12
2017 Q4	$1.29M	Buy	+22,093	New	+$1.28M	2.37%	13

Other funds holding KWEB

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Professional Planning's KWEB Position: Q3 2018 in Review

Professional Planning sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2018, closing a stake of 19,817 shares — an estimated $1.18M sold.

Professional Planning first reported a position in KWEB in Q4 2017 and held it in 3 quarters. The position peaked at $1.63M in Q1 2018. 115 funds tracked by Wall St. Rank hold KWEB as of Q3 2018.

Professional Planning reported no remaining KraneShares CSI China Internet ETF position as of Q3 2018 after selling out during the quarter.
Professional Planning sold 19,817 KraneShares CSI China Internet ETF shares in Q3 2018, an estimated $1.18M.
Professional Planning first reported a position in KraneShares CSI China Internet ETF in Q4 2017 and held it in 3 quarters.
Professional Planning's KraneShares CSI China Internet ETF position peaked at $1.63M in Q1 2018.
115 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2018.

Based on Professional Planning's 13F filing for Q3 2018, filed 19 Oct 2018.