WA
KNDI

WealthTrust-Arizona’s Kandi Technologies Group KNDI Stock Holding History

WealthTrust-Arizona’s Portfolio KNDI Stock Details KNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$3K Hold
775
– – ﹤0.01% 534
2018
Q3 		$4K Sell
775
-200
-21% -$851 ﹤0.01% 531
2018
Q2 		$4K Hold
975
– – ﹤0.01% 524
2018
Q1 		$5K Buy
975
+200
+26% +$1.16K ﹤0.01% 492
2017
Q4 		$5K Sell
775
-500
-39% -$3.73K ﹤0.01% 491
2017
Q3 		$7K Hold
1,275
– – ﹤0.01% 455
2017
Q2 		$6K Buy
1,275
+200
+19% +$825 ﹤0.01% 462
2017
Q1 		$4K Buy
1,075
+300
+39% +$1.28K ﹤0.01% 494
2016
Q4 		$4K Buy
775
+200
+35% +$992 ﹤0.01% 494
2016
Q3 		$3K Hold
575
– – ﹤0.01% 527
2016
Q2 		$4K Buy
575
+200
+53% +$1.41K ﹤0.01% 487
2016
Q1 		$3K Buy
375
+100
+36% +$777 ﹤0.01% 509
2015
Q4 		$3K Sell
275
-500
-65% -$4.71K ﹤0.01% 537
2015
Q3 		$4K Buy
775
+400
+107% +$2.76K ﹤0.01% 496
2015
Q2 		$3K Sell
375
-725
-66% -$7.82K ﹤0.01% 544
2015
Q1 		$14K Buy
1,100
+400
+57% +$5.21K 0.01% 352
2014
Q4 		$10K Sell
700
-300
-30% -$4.13K 0.01% 398
2014
Q3 		$13K Sell
1,000
-1,000
-50% -$17K 0.01% 370
2014
Q2 		$28K Sell
2,000
-2,300
-53% -$29.1K 0.03% 239
2014
Q1 		$71K Buy
4,300
+300
+8% +$4.5K 0.08% 127
2013
Q4 		$47K Hold
4,000
– – 0.05% 154
2013
Q3 		$31K Buy
+4,000
New +$21K 0.04% 191

Other funds holding KNDI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthTrust-Arizona's KNDI Position: Q4 2018 in Review

WealthTrust-Arizona held its Kandi Technologies Group (KNDI) position steady in Q4 2018 at 775 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

WealthTrust-Arizona first reported a position in KNDI in Q3 2013 and has held it in 22 quarters since. The position peaked at $71K in Q1 2014. 39 funds tracked by Wall St. Rank hold KNDI as of Q4 2018.

  • WealthTrust-Arizona held 775 shares of Kandi Technologies Group worth $3K as of Q4 2018.
  • WealthTrust-Arizona left its Kandi Technologies Group share count unchanged in Q4 2018.
  • Kandi Technologies Group made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #534 holding.
  • WealthTrust-Arizona first reported a position in Kandi Technologies Group in Q3 2013 and has held it in 22 quarters since.
  • WealthTrust-Arizona's Kandi Technologies Group position peaked at $71K in Q1 2014.
  • 39 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.