WAM
KNL

Wealthspire Advisors (Maryland)’s Knoll, Inc. KNL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-25
Closed – – 2494
2019
Q1 		$0 Buy
25
+20
+400% +$397 ﹤0.01% 2688
2018
Q4 		$0 Sell
5
-16
-76% -$313 ﹤0.01% 2691
2018
Q3 		$0 Hold
21
– – ﹤0.01% 2630
2018
Q2 		$0 Buy
21
+16
+320% +$328 ﹤0.01% 2708
2018
Q1 		$0 Sell
5
-15
-75% -$332 ﹤0.01% 2756
2017
Q4 		$0 Buy
20
+15
+300% +$313 ﹤0.01% 2665
2017
Q3 		$0 Sell
5
-24
-83% -$450 ﹤0.01% 2637
2017
Q2 		$1K Sell
29
-3
-9% -$67 ﹤0.01% 2174
2017
Q1 		$1K Hold
32
– – ﹤0.01% 1904
2016
Q4 		$1K Buy
32
+19
+146% +$465 ﹤0.01% 1736
2016
Q3 		$0 Hold
13
– – ﹤0.01% 1890
2016
Q2 		$0 Hold
13
– – ﹤0.01% 1928
2016
Q1 		$0 Sell
13
-17
-57% -$319 ﹤0.01% 1971
2015
Q4 		$1K Buy
+30
New +$658 ﹤0.01% 1711

Other funds holding KNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KNL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Knoll, Inc. (KNL) in Q2 2019, closing a stake of 25 shares.

Wealthspire Advisors (Maryland) first reported a position in KNL in Q4 2015 and held it in 14 quarters. The position peaked at $1K in Q2 2017. 158 funds tracked by Wall St. Rank hold KNL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Knoll, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 25 Knoll, Inc. shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Knoll, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Knoll, Inc. position peaked at $1K in Q2 2017.
  • 158 funds tracked by Wall St. Rank held Knoll, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.