Kings Point Capital Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-945	Closed	-$21K	–	317
2016 Q2	$21K	Sell	945 -79	-8%	-$1.79K	0.01%	253
2016 Q1	$23K	Buy	1,024 +79	+8%	+$1.69K	0.01%	250
2015 Q4	$21K	Buy	+945	New	+$21.2K	0.01%	288

Other funds holding FGD

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

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

Kings Point Capital Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2016, closing a stake of 945 shares — an estimated $21K sold.

Kings Point Capital Management first reported a position in FGD in Q4 2015 and held it in 3 quarters. The position peaked at $23K in Q1 2016. 70 funds tracked by Wall St. Rank hold FGD as of Q3 2016.

Kings Point Capital Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2016 after selling out during the quarter.
Kings Point Capital Management sold 945 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2016, an estimated $21K.
Kings Point Capital Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2015 and held it in 3 quarters.
Kings Point Capital Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $23K in Q1 2016.
70 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2016.

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