Kings Point Capital Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-600	Closed	-$13K	–	361
2017 Q2	$13K	Hold	600	–	–	﹤0.01%	316
2017 Q1	$12K	Hold	600	–	–	﹤0.01%	330
2016 Q4	$14K	Hold	600	–	–	﹤0.01%	286
2016 Q3	$11K	Hold	600	–	–	﹤0.01%	293
2016 Q2	$11K	Buy	+600	New	+$8.93K	﹤0.01%	314
2016 Q1	–	Sell	-600	Closed	-$15K	–	325
2015 Q4	$15K	Hold	600	–	–	﹤0.01%	317
2015 Q3	$25K	Hold	600	–	–	0.01%	288
2015 Q2	$37K	Hold	600	–	–	0.01%	242
2015 Q1	$35K	Hold	600	–	–	0.01%	252
2014 Q4	$41K	Hold	600	–	–	0.01%	218
2014 Q3	$57K	Hold	600	–	–	0.02%	175
2014 Q2	$59K	Hold	600	–	–	0.02%	174
2014 Q1	$51K	Hold	600	–	–	0.02%	172
2013 Q4	$48K	Hold	600	–	–	0.02%	173
2013 Q3	$52K	Hold	600	–	–	0.02%	171
2013 Q2	$58K	Buy	+600	New	+$51.5K	0.02%	169

Other funds holding BPT

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

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Kings Point Capital Management's BPT Position: Q3 2017 in Review

Kings Point Capital Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2017, closing a stake of 600 shares — an estimated $13K sold.

Kings Point Capital Management first reported a position in BPT in Q2 2013 and held it in 16 quarters. The position peaked at $59K in Q2 2014. 63 funds tracked by Wall St. Rank hold BPT as of Q3 2017.

Kings Point Capital Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2017 after selling out during the quarter.
Kings Point Capital Management sold 600 BP Prudhoe Bay Royalty Trust shares in Q3 2017, an estimated $13K.
Kings Point Capital Management first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2013 and held it in 16 quarters.
Kings Point Capital Management's BP Prudhoe Bay Royalty Trust position peaked at $59K in Q2 2014.
63 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2017.

Based on Kings Point Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.