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Sowell Financial Services’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-116
Closed -$5K – 3204
2020
Q4 		$5K Sell
116
-4,998
-98% -$214K ﹤0.01% 2273
2020
Q3 		$202K Buy
+5,114
New +$202K 0.01% 723

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Sowell Financial Services's KBA Position: Q1 2021 in Review

Sowell Financial Services sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q1 2021, closing a stake of 116 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in KBA in Q3 2020 and held it in 2 quarters. The position peaked at $202K in Q3 2020. 81 funds tracked by Wall St. Rank hold KBA as of Q1 2021.

  • Sowell Financial Services reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 116 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q1 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q3 2020 and held it in 2 quarters.
  • Sowell Financial Services's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $202K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.