Stifel Financial’s Kraneshares MSCI One Belt One Road Index ETF OBOR Stock Holding History

Stifel Financial’s Portfolio OBOR Stock Details OBOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-13,150	Closed	-$405K	–	3436
2021 Q3	$405K	Hold	13,150	–	–	﹤0.01%	2698
2021 Q2	$398K	Hold	13,150	–	–	﹤0.01%	2718
2021 Q1	$383K	Hold	13,150	–	–	﹤0.01%	2649
2020 Q4	$354K	Buy	13,150 +250	+2%	+$6.12K	﹤0.01%	2520
2020 Q3	$279K	Hold	12,900	–	–	﹤0.01%	2453
2020 Q2	$262K	Hold	12,900	–	–	﹤0.01%	2436
2020 Q1	$226K	Buy	12,900 +500	+4%	+$10.8K	﹤0.01%	2367
2019 Q4	$299K	Hold	12,400	–	–	﹤0.01%	2534
2019 Q3	$280K	Hold	12,400	–	–	﹤0.01%	2475
2019 Q2	$294K	Buy	+12,400	New	+$288K	﹤0.01%	2515

Other funds holding OBOR

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Stifel Financial's OBOR Position: Q4 2021 in Review

Stifel Financial sold out of Kraneshares MSCI One Belt One Road Index ETF (OBOR) in Q4 2021, closing a stake of 13,150 shares — an estimated $405K sold.

Stifel Financial first reported a position in OBOR in Q2 2019 and held it in 10 quarters. The position peaked at $405K in Q3 2021. 9 funds tracked by Wall St. Rank hold OBOR as of Q4 2021.

Stifel Financial reported no remaining Kraneshares MSCI One Belt One Road Index ETF position as of Q4 2021 after selling out during the quarter.
Stifel Financial sold 13,150 Kraneshares MSCI One Belt One Road Index ETF shares in Q4 2021, an estimated $405K.
Stifel Financial first reported a position in Kraneshares MSCI One Belt One Road Index ETF in Q2 2019 and held it in 10 quarters.
Stifel Financial's Kraneshares MSCI One Belt One Road Index ETF position peaked at $405K in Q3 2021.
9 funds tracked by Wall St. Rank held Kraneshares MSCI One Belt One Road Index ETF as of Q4 2021.

Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.