WP
KOL

WealthSource Partners’s VanEck Vectors Coal ETF KOL Stock Holding History

WealthSource Partners’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,475
Closed -$360K – 334
2017
Q3 		$360K Buy
2,475
+21
+0.9% +$3.06K 0.12% 187
2017
Q2 		$325K Buy
+2,454
New +$326K 0.11% 193

Other funds holding KOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthSource Partners's KOL Position: Q4 2017 in Review

WealthSource Partners sold out of VanEck Vectors Coal ETF (KOL) in Q4 2017, closing a stake of 2,475 shares — an estimated $360K sold.

WealthSource Partners first reported a position in KOL in Q2 2017 and held it in 2 quarters. The position peaked at $360K in Q3 2017. 31 funds tracked by Wall St. Rank hold KOL as of Q4 2017.

  • WealthSource Partners reported no remaining VanEck Vectors Coal ETF position as of Q4 2017 after selling out during the quarter.
  • WealthSource Partners sold 2,475 VanEck Vectors Coal ETF shares in Q4 2017, an estimated $360K.
  • WealthSource Partners first reported a position in VanEck Vectors Coal ETF in Q2 2017 and held it in 2 quarters.
  • WealthSource Partners's VanEck Vectors Coal ETF position peaked at $360K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q4 2017.

Based on WealthSource Partners's 13F filing for Q4 2017, filed 16 Feb 2018.