Kings Point Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-232	Closed	-$15K	–	313
2016 Q2	$15K	Hold	232	–	–	﹤0.01%	283
2016 Q1	$15K	Hold	232	–	–	﹤0.01%	289
2015 Q4	$16K	Hold	232	–	–	﹤0.01%	313
2015 Q3	$15K	Hold	232	–	–	﹤0.01%	329
2015 Q2	$16K	Hold	232	–	–	﹤0.01%	315
2015 Q1	$16K	Hold	232	–	–	﹤0.01%	320
2014 Q4	$15K	Buy	+232	New	+$15.5K	﹤0.01%	310

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kings Point Capital Management's EFG Position: Q3 2016 in Review

Kings Point Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2016, closing a stake of 232 shares — an estimated $15K sold.

Kings Point Capital Management first reported a position in EFG in Q4 2014 and held it in 7 quarters. The position peaked at $16K in Q4 2015. 187 funds tracked by Wall St. Rank hold EFG as of Q3 2016.

Kings Point Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2016 after selling out during the quarter.
Kings Point Capital Management sold 232 iShares MSCI EAFE Growth ETF shares in Q3 2016, an estimated $15K.
Kings Point Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2014 and held it in 7 quarters.
Kings Point Capital Management's iShares MSCI EAFE Growth ETF position peaked at $16K in Q4 2015.
187 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2016.

Based on Kings Point Capital Management's 13F filing for Q3 2016, filed 4 Nov 2016.