WWMSC
KNOW

Wagner Wealth Management (South Carolina)’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1.86M Sell
45,130
-1,280
-3% -$54.3K 1.24% 22
2018
Q2 		$1.92M Sell
46,410
-180,144
-80% -$7.44M 1.39% 23
2018
Q1 		$925K Buy
226,554
+178,130
+368% +$7.43M 0.71% 33
2017
Q4 		$2.06M Buy
+48,424
New +$2.03M 1.54% 18

Other funds holding KNOW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s KNOW Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) reduced its Direxion All Cap Insider Sentiment Shares (KNOW) stake by 2.8% in Q3 2018, selling an estimated $54.3K and leaving 45,130 shares worth $1.86M. The position accounts for 1.24% of the portfolio, ranked #22.

Wagner Wealth Management (South Carolina) first reported a position in KNOW in Q4 2017 and has held it in 4 quarters since. The position peaked at $2.06M in Q4 2017. 52 funds tracked by Wall St. Rank hold KNOW as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 45,130 shares of Direxion All Cap Insider Sentiment Shares worth $1.86M as of Q3 2018.
  • Wagner Wealth Management (South Carolina) sold 1,280 Direxion All Cap Insider Sentiment Shares shares in Q3 2018, an estimated $54.3K.
  • Direxion All Cap Insider Sentiment Shares made up 1.24% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #22 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Direxion All Cap Insider Sentiment Shares position peaked at $2.06M in Q4 2017.
  • 52 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.