KPCM
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Kings Point Capital Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Kings Point Capital Management’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,402
Closed -$71K – 360
2018
Q1 		$71K Buy
+1,402
New +$71.4K 0.01% 199

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UBS Group
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Morgan Stanley
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FI
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Kings Point Capital Management's FLOT Position: Q2 2018 in Review

Kings Point Capital Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2018, closing a stake of 1,402 shares — an estimated $71K sold.

Kings Point Capital Management first reported a position in FLOT in Q1 2018 and held it in 1 quarter. The position peaked at $71K in Q1 2018. 473 funds tracked by Wall St. Rank hold FLOT as of Q2 2018.

  • Kings Point Capital Management reported no remaining iShares Floating Rate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 1,402 iShares Floating Rate Bond ETF shares in Q2 2018, an estimated $71K.
  • Kings Point Capital Management first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and held it in 1 quarter.
  • Kings Point Capital Management's iShares Floating Rate Bond ETF position peaked at $71K in Q1 2018.
  • 473 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2018.

Based on Kings Point Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.