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Kings Point Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Kings Point Capital Management’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-169
Closed -$14K – 360
2018
Q2 		$14K Hold
169
– – ﹤0.01% 338
2018
Q1 		$14K Hold
169
– – ﹤0.01% 338
2017
Q4 		$14K Buy
+169
New +$14.1K ﹤0.01% 343

Other funds holding ACWV

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Kings Point Capital Management's ACWV Position: Q3 2018 in Review

Kings Point Capital Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2018, closing a stake of 169 shares — an estimated $14K sold.

Kings Point Capital Management first reported a position in ACWV in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 168 funds tracked by Wall St. Rank hold ACWV as of Q3 2018.

  • Kings Point Capital Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 169 iShares MSCI Global Min Vol Factor ETF shares in Q3 2018, an estimated $14K.
  • Kings Point Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 3 quarters.
  • Kings Point Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $14K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2018.

Based on Kings Point Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.