Taylor Wealth Management Partners’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Taylor Wealth Management Partners’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
2019 Q1	–	Sell	-172	Closed	-$6K	–	123
2018 Q4	$6K	Hold	172	–	–	﹤0.01%	99
2018 Q3	$7K	Hold	172	–	–	﹤0.01%	112
2018 Q2	$7K	Hold	172	–	–	﹤0.01%	121
2018 Q1	$7K	Hold	172	–	–	﹤0.01%	114
2017 Q4	$7K	Hold	172	–	–	﹤0.01%	138
2017 Q3	$7K	Hold	172	–	–	﹤0.01%	143
2017 Q2	$7K	Buy	+172	New	+$6.79K	﹤0.01%	142

Other funds holding KNOW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWM

Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Taylor Wealth Management Partners's KNOW Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q1 2019, closing a stake of 172 shares — an estimated $6K sold.

Taylor Wealth Management Partners first reported a position in KNOW in Q2 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2018. 48 funds tracked by Wall St. Rank hold KNOW as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 172 Direxion All Cap Insider Sentiment Shares shares in Q1 2019, an estimated $6K.
Taylor Wealth Management Partners first reported a position in Direxion All Cap Insider Sentiment Shares in Q2 2017 and held it in 7 quarters.
Taylor Wealth Management Partners's Direxion All Cap Insider Sentiment Shares position peaked at $7K in Q3 2018.
48 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.