KPCM
FDIQ

Kings Point Capital Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Kings Point Capital Management’s Portfolio FDIQ Stock Details FDIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,120
Closed -$46K – 369
2015
Q3 		$46K Buy
+1,120
New +$47.1K 0.01% 221

Other funds holding FDIQ

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kings Point Capital Management's FDIQ Position: Q4 2015 in Review

Kings Point Capital Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2015, closing a stake of 1,120 shares — an estimated $46K sold.

Kings Point Capital Management first reported a position in FDIQ in Q3 2015 and held it in 1 quarter. The position peaked at $46K in Q3 2015. 19 funds tracked by Wall St. Rank hold FDIQ as of Q4 2015.

  • Kings Point Capital Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q4 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 1,120 Invesco Bloomberg Financial Data Providers ETF shares in Q4 2015, an estimated $46K.
  • Kings Point Capital Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q3 2015 and held it in 1 quarter.
  • Kings Point Capital Management's Invesco Bloomberg Financial Data Providers ETF position peaked at $46K in Q3 2015.
  • 19 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2015.

Based on Kings Point Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.