Sheets Smith Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Sheets Smith Wealth Management’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	-6,400	Closed	-$381K	–	342
2018 Q2	$381K	Hold	6,400	–	–	0.09%	232
2018 Q1	$393K	Hold	6,400	–	–	0.09%	214
2017 Q4	$375K	Buy	6,400 +5	+0.1%	+$290	0.09%	229
2017 Q3	$364K	Buy	6,395 +351	+6%	+$19.1K	0.09%	219
2017 Q2	$289K	Buy	+6,044	New	+$281K	0.08%	241

Other funds holding KWEB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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 $14.9B AUM 46.8% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sheets Smith Wealth Management's KWEB Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2018, closing a stake of 6,400 shares — an estimated $381K sold.

Sheets Smith Wealth Management first reported a position in KWEB in Q2 2017 and held it in 5 quarters. The position peaked at $393K in Q1 2018. 115 funds tracked by Wall St. Rank hold KWEB as of Q3 2018.

Sheets Smith Wealth Management reported no remaining KraneShares CSI China Internet ETF position as of Q3 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 6,400 KraneShares CSI China Internet ETF shares in Q3 2018, an estimated $381K.
Sheets Smith Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q2 2017 and held it in 5 quarters.
Sheets Smith Wealth Management's KraneShares CSI China Internet ETF position peaked at $393K in Q1 2018.
115 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.