Kings Point Capital Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-430	Closed	-$14K	–	366
2018 Q2	$14K	Hold	430	–	–	﹤0.01%	340
2018 Q1	$14K	Hold	430	–	–	﹤0.01%	342
2017 Q4	$15K	Buy	+430	New	+$14.7K	﹤0.01%	338

Other funds holding FMAT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BFM

Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return

Kings Point Capital Management's FMAT Position: Q3 2018 in Review

Kings Point Capital Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2018, closing a stake of 430 shares — an estimated $14K sold.

Kings Point Capital Management first reported a position in FMAT in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q4 2017. 56 funds tracked by Wall St. Rank hold FMAT as of Q3 2018.

Kings Point Capital Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2018 after selling out during the quarter.
Kings Point Capital Management sold 430 Fidelity MSCI Materials Index ETF shares in Q3 2018, an estimated $14K.
Kings Point Capital Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2017 and held it in 3 quarters.
Kings Point Capital Management's Fidelity MSCI Materials Index ETF position peaked at $15K in Q4 2017.
56 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2018.

Based on Kings Point Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.