United Capital Financial Advisors’s Knowles KN Stock Holding History

United Capital Financial Advisors’s Portfolio KN Stock Details KN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-48,310	Closed	-$1.02M	–	1291
2019 Q4	$1.02M	Sell	48,310 -3,771	-7%	-$81K	0.01%	771
2019 Q3	$1.06M	Buy	+52,081	New	+$1.02M	0.01%	731
2016 Q4	–	Sell	-10,805	Closed	-$152K	–	1289
2016 Q3	$152K	Sell	10,805 -1,864	-15%	-$26.4K	﹤0.01%	1210
2016 Q2	$177K	Sell	12,669 -748	-6%	-$10.3K	﹤0.01%	1184
2016 Q1	$177K	Sell	13,417 -1,106	-8%	-$13.6K	﹤0.01%	1143
2015 Q4	$194K	Sell	14,523 -63,926	-81%	-$1.09M	﹤0.01%	1137
2015 Q3	$1.45M	Sell	78,449 -2,786	-3%	-$47.6K	0.02%	596
2015 Q2	$1.47M	Buy	81,235 +7,755	+11%	+$150K	0.02%	650
2015 Q1	$1.41M	Sell	73,480 -1,205	-2%	-$25.1K	0.02%	652
2014 Q4	$1.76M	Sell	74,685 -4,380	-6%	-$90.6K	0.03%	506
2014 Q3	$2.1M	Buy	+79,065	New	+$2.41M	0.04%	429

Other funds holding KN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return