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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8,545
Closed -$289K – 1390
2018
Q2 		$289K Sell
8,545
-3,830
-31% -$130K ﹤0.01% 1091
2018
Q1 		$423K Sell
12,375
-680
-5% -$23.2K ﹤0.01% 995
2017
Q4 		$437K Buy
+13,055
New +$437K ﹤0.01% 1000