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Summit Financial Wealth Advisors’s Kandi Technologies Group KNDI Stock Holding History

Summit Financial Wealth Advisors’s Portfolio KNDI Stock Details KNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,000
Closed -$10K – 169
2015
Q3 		$10K Hold
2,000
– – 0.01% 186
2015
Q2 		$18K Hold
2,000
– – 0.01% 203
2015
Q1 		$21K Hold
2,000
– – 0.01% 160
2014
Q4 		$28K Buy
+2,000
New +$27.5K 0.02% 145

Other funds holding KNDI

Susquehanna International Group
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Shelton Capital Management
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Summit Financial Wealth Advisors's KNDI Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Kandi Technologies Group (KNDI) in Q4 2015, closing a stake of 2,000 shares — an estimated $10K sold.

Summit Financial Wealth Advisors first reported a position in KNDI in Q4 2014 and held it in 4 quarters. The position peaked at $28K in Q4 2014. 44 funds tracked by Wall St. Rank hold KNDI as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Kandi Technologies Group position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,000 Kandi Technologies Group shares in Q4 2015, an estimated $10K.
  • Summit Financial Wealth Advisors first reported a position in Kandi Technologies Group in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Kandi Technologies Group position peaked at $28K in Q4 2014.
  • 44 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.