UCFA
KLDW

United Capital Financial Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

United Capital Financial Advisors’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8,545
Closed -$289K – 1390
2018
Q2 		$289K Sell
8,545
-3,830
-31% -$132K ﹤0.01% 1091
2018
Q1 		$423K Sell
12,375
-680
-5% -$23.3K ﹤0.01% 995
2017
Q4 		$437K Buy
+13,055
New +$428K ﹤0.01% 1000

Other funds holding KLDW

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return

United Capital Financial Advisors's KLDW Position: Q3 2018 in Review

United Capital Financial Advisors sold out of Knowledge Leaders Developed World ETF (KLDW) in Q3 2018, closing a stake of 8,545 shares — an estimated $289K sold.

United Capital Financial Advisors first reported a position in KLDW in Q4 2017 and held it in 3 quarters. The position peaked at $437K in Q4 2017. 18 funds tracked by Wall St. Rank hold KLDW as of Q3 2018.

  • United Capital Financial Advisors reported no remaining Knowledge Leaders Developed World ETF position as of Q3 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,545 Knowledge Leaders Developed World ETF shares in Q3 2018, an estimated $289K.
  • United Capital Financial Advisors first reported a position in Knowledge Leaders Developed World ETF in Q4 2017 and held it in 3 quarters.
  • United Capital Financial Advisors's Knowledge Leaders Developed World ETF position peaked at $437K in Q4 2017.
  • 18 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.