WAP
KLDW

Wealthcare Advisory Partners’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Wealthcare Advisory Partners’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
2019
Q4 		– Sell
-303
Closed -$10K – 1464
2019
Q3 		$10K Sell
303
-250
-45% -$8.27K ﹤0.01% 932
2019
Q2 		$18K Buy
+553
New +$18.2K ﹤0.01% 758

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
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthcare Advisory Partners's KLDW Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of Knowledge Leaders Developed World ETF (KLDW) in Q4 2019, closing a stake of 303 shares — an estimated $10K sold.

Wealthcare Advisory Partners first reported a position in KLDW in Q2 2019 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 22 funds tracked by Wall St. Rank hold KLDW as of Q4 2019.

  • Wealthcare Advisory Partners reported no remaining Knowledge Leaders Developed World ETF position as of Q4 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 303 Knowledge Leaders Developed World ETF shares in Q4 2019, an estimated $10K.
  • Wealthcare Advisory Partners first reported a position in Knowledge Leaders Developed World ETF in Q2 2019 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Knowledge Leaders Developed World ETF position peaked at $18K in Q2 2019.
  • 22 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.