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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
AWG
Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Capital Financial Advisors's KN Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Knowles (KN) in Q1 2020, closing a stake of 48,310 shares — an estimated $1.02M sold.

United Capital Financial Advisors first reported a position in KN in Q3 2014 and held it in 11 quarters. The position peaked at $2.1M in Q3 2014. 228 funds tracked by Wall St. Rank hold KN as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Knowles position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 48,310 Knowles shares in Q1 2020, an estimated $1.02M.
  • United Capital Financial Advisors first reported a position in Knowles in Q3 2014 and held it in 11 quarters.
  • United Capital Financial Advisors's Knowles position peaked at $2.1M in Q3 2014.
  • 228 funds tracked by Wall St. Rank held Knowles as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.