Stifel Financial
KNOW

Stifel Financial’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Stifel Financial’s Portfolio KNOW Stock Details KNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-301,040
Closed -$11.9M – 2648
2017
Q1 		$11.9M Sell
301,040
-5,116
-2% -$200K 0.05% 396
2016
Q4 		$11.7M Buy
+306,156
New +$11.7M 0.05% 367

Other funds holding KNOW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial's KNOW Position: Q2 2017 in Review

Stifel Financial sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q2 2017, closing a stake of 301,040 shares — an estimated $11.9M sold.

Stifel Financial first reported a position in KNOW in Q4 2016 and held it in 2 quarters. The position peaked at $11.9M in Q1 2017. 40 funds tracked by Wall St. Rank hold KNOW as of Q2 2017.

  • Stifel Financial reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q2 2017 after selling out during the quarter.
  • Stifel Financial sold 301,040 Direxion All Cap Insider Sentiment Shares shares in Q2 2017, an estimated $11.9M.
  • Stifel Financial first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2016 and held it in 2 quarters.
  • Stifel Financial's Direxion All Cap Insider Sentiment Shares position peaked at $11.9M in Q1 2017.
  • 40 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q2 2017.

Based on Stifel Financial's 13F filing for Q2 2017, filed 14 Aug 2017.