Kings Point Capital Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kings Point Capital Management’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-141	Closed	-$13K	–	492
2019 Q3	$13K	Buy	+141	New	+$12.9K	﹤0.01%	447
2018 Q2	–	Sell	-131	Closed	-$12K	–	357
2018 Q1	$12K	Buy	+131	New	+$12K	﹤0.01%	354

Other funds holding BIL

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Kings Point Capital Management's BIL Position: Q4 2019 in Review

Kings Point Capital Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2019, closing a stake of 141 shares — an estimated $13K sold.

Kings Point Capital Management first reported a position in BIL in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2019. 370 funds tracked by Wall St. Rank hold BIL as of Q4 2019.

Kings Point Capital Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2019 after selling out during the quarter.
Kings Point Capital Management sold 141 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2019, an estimated $13K.
Kings Point Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and held it in 2 quarters.
Kings Point Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $13K in Q3 2019.
370 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2019.

Based on Kings Point Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.