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Kings Point Capital Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Kings Point Capital Management’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-345
Closed -$16K – 269
2013
Q3 		$16K Hold
345
– – 0.01% 229
2013
Q2 		$14K Buy
+345
New +$14.8K 0.01% 248

Other funds holding AIVI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return

Kings Point Capital Management's AIVI Position: Q4 2013 in Review

Kings Point Capital Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2013, closing a stake of 345 shares — an estimated $16K sold.

Kings Point Capital Management first reported a position in AIVI in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q3 2013. 56 funds tracked by Wall St. Rank hold AIVI as of Q4 2013.

  • Kings Point Capital Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2013 after selling out during the quarter.
  • Kings Point Capital Management sold 345 WisdomTree International AI Enhanced Value Fund shares in Q4 2013, an estimated $16K.
  • Kings Point Capital Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and held it in 2 quarters.
  • Kings Point Capital Management's WisdomTree International AI Enhanced Value Fund position peaked at $16K in Q3 2013.
  • 56 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2013.

Based on Kings Point Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.