Sheets Smith Wealth Management’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Sheets Smith Wealth Management’s Portfolio KBA Stock Details KBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-13,291	Closed	-$464K	–	324
2018 Q1	$464K	Hold	13,291	–	–	0.11%	195
2017 Q4	$458K	Buy	13,291 +27	+0.2%	+$928	0.11%	202
2017 Q3	$440K	Buy	13,264 +415	+3%	+$13.4K	0.11%	200
2017 Q2	$394K	Buy	+12,849	New	+$370K	0.1%	191

Other funds holding KBA

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

PVH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

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

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sheets Smith Wealth Management's KBA Position: Q2 2018 in Review

Sheets Smith Wealth Management sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q2 2018, closing a stake of 13,291 shares — an estimated $464K sold.

Sheets Smith Wealth Management first reported a position in KBA in Q2 2017 and held it in 4 quarters. The position peaked at $464K in Q1 2018. 64 funds tracked by Wall St. Rank hold KBA as of Q2 2018.

Sheets Smith Wealth Management reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q2 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 13,291 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q2 2018, an estimated $464K.
Sheets Smith Wealth Management first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q2 2017 and held it in 4 quarters.
Sheets Smith Wealth Management's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $464K in Q1 2018.
64 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q2 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.