WAS
KNDI

WESPAC Advisors SoCal’s Kandi Technologies Group KNDI Stock Holding History

WESPAC Advisors SoCal’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
2016
Q3 		– Sell
-250
Closed -$1.79K – 291
2016
Q2 		$1.79K Hold
250
– – ﹤0.01% 258
2016
Q1 		$1.8K Hold
250
– – ﹤0.01% 264
2015
Q4 		$2K Buy
+250
New +$2.36K ﹤0.01% 235

Other funds holding KNDI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

WESPAC Advisors SoCal's KNDI Position: Q3 2016 in Review

WESPAC Advisors SoCal sold out of Kandi Technologies Group (KNDI) in Q3 2016, closing a stake of 250 shares — an estimated $1.79K sold.

WESPAC Advisors SoCal first reported a position in KNDI in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q4 2015. 49 funds tracked by Wall St. Rank hold KNDI as of Q3 2016.

  • WESPAC Advisors SoCal reported no remaining Kandi Technologies Group position as of Q3 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 250 Kandi Technologies Group shares in Q3 2016, an estimated $1.79K.
  • WESPAC Advisors SoCal first reported a position in Kandi Technologies Group in Q4 2015 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Kandi Technologies Group position peaked at $2K in Q4 2015.
  • 49 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q3 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2016, filed 14 Nov 2016.