WFG Advisors’s Kandi Technologies Group KNDI Stock Holding History

WFG Advisors’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
2017 Q2	–	Sell	-4,500	Closed	-$17K	–	1615
2017 Q1	$17K	Sell	4,500 -2,300	-34%	-$9.84K	﹤0.01%	924
2016 Q4	$33K	Sell	6,800 -22,400	-77%	-$111K	0.01%	817
2016 Q3	$160K	Sell	29,200 -5,000	-15%	-$32.5K	0.04%	417
2016 Q2	$245K	Buy	34,200 +5,500	+19%	+$38.8K	0.07%	282
2016 Q1	$207K	Buy	28,700 +500	+2%	+$3.88K	0.06%	295
2015 Q4	$307K	Sell	28,200 -4,000	-12%	-$37.7K	0.09%	220
2015 Q3	$169K	Sell	32,200 -37,500	-54%	-$258K	0.05%	324
2015 Q2	$630K	Hold	69,700	–	–	0.17%	132
2015 Q1	$864K	Hold	69,700	–	–	0.24%	92
2014 Q4	$976K	Hold	69,700	–	–	0.2%	112
2014 Q3	$905K	Hold	69,700	–	–	0.17%	144
2014 Q2	$986K	Buy	69,700 +150	+0.2%	+$1.9K	0.18%	133
2014 Q1	$1.14M	Buy	69,550 +600	+0.9%	+$9.01K	0.23%	94
2013 Q4	$813K	Sell	68,950 -7,800	-10%	-$58.1K	0.12%	205
2013 Q3	$597K	Hold	76,750	–	–	0.09%	247
2013 Q2	$431K	Buy	+76,750	New	+$359K	0.07%	291

Other funds holding KNDI

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Group One Trading

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return