Winslow Evans & Crocker’s VanEck Vectors Solar Energy ETF KWT Stock Holding History

Winslow Evans & Crocker’s Portfolio KWT Stock Details KWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-56	Closed	-$2.01K	–	1320
2017 Q1	$2.01K	Sell	56 -168	-75%	-$6.1K	﹤0.01%	1145
2016 Q4	$7.73K	Sell	224 -160	-42%	-$5.86K	﹤0.01%	940
2016 Q3	$15.1K	Hold	384	–	–	﹤0.01%	804
2016 Q2	$16.6K	Hold	384	–	–	0.01%	748
2016 Q1	$18.4K	Hold	384	–	–	0.01%	724
2015 Q4	$23.6K	Sell	384 -8	-2%	-$473	0.01%	708
2015 Q3	$19.9K	Hold	392	–	–	0.01%	723
2015 Q2	$29K	Hold	392	–	–	0.01%	678
2015 Q1	$32.1K	Buy	392 +8	+2%	+$585	0.01%	633
2014 Q4	$25.8K	Hold	384	–	–	0.01%	674
2014 Q3	$29.6K	Hold	384	–	–	0.01%	666
2014 Q2	$33.5K	Hold	384	–	–	0.01%	570
2014 Q1	$32.7K	Hold	384	–	–	0.01%	570
2013 Q4	$28K	Buy	+384	New	+$27.8K	0.01%	619

Other funds holding KWT

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Winslow Evans & Crocker's KWT Position: Q2 2017 in Review

Winslow Evans & Crocker sold out of VanEck Vectors Solar Energy ETF (KWT) in Q2 2017, closing a stake of 56 shares — an estimated $2.01K sold.

Winslow Evans & Crocker first reported a position in KWT in Q4 2013 and held it in 14 quarters. The position peaked at $33.5K in Q2 2014. 12 funds tracked by Wall St. Rank hold KWT as of Q2 2017.

Winslow Evans & Crocker reported no remaining VanEck Vectors Solar Energy ETF position as of Q2 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 56 VanEck Vectors Solar Energy ETF shares in Q2 2017, an estimated $2.01K.
Winslow Evans & Crocker first reported a position in VanEck Vectors Solar Energy ETF in Q4 2013 and held it in 14 quarters.
Winslow Evans & Crocker's VanEck Vectors Solar Energy ETF position peaked at $33.5K in Q2 2014.
12 funds tracked by Wall St. Rank held VanEck Vectors Solar Energy ETF as of Q2 2017.

Based on Winslow Evans & Crocker's 13F filing for Q2 2017, filed 14 Jul 2017.