WA
KNDI

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 $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WFG Advisors's KNDI Position: Q2 2017 in Review

WFG Advisors sold out of Kandi Technologies Group (KNDI) in Q2 2017, closing a stake of 4,500 shares — an estimated $17K sold.

WFG Advisors first reported a position in KNDI in Q2 2013 and held it in 16 quarters. The position peaked at $1.14M in Q1 2014. 42 funds tracked by Wall St. Rank hold KNDI as of Q2 2017.

  • WFG Advisors reported no remaining Kandi Technologies Group position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 4,500 Kandi Technologies Group shares in Q2 2017, an estimated $17K.
  • WFG Advisors first reported a position in Kandi Technologies Group in Q2 2013 and held it in 16 quarters.
  • WFG Advisors's Kandi Technologies Group position peaked at $1.14M in Q1 2014.
  • 42 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.