Kings Point Capital Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-460	Closed	-$14K	–	367
2018 Q2	$14K	Hold	460	–	–	﹤0.01%	341
2018 Q1	$15K	Hold	460	–	–	﹤0.01%	337
2017 Q4	$16K	Buy	+460	New	+$15.2K	﹤0.01%	332

Other funds holding FSTA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

Kings Point Capital Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2018, closing a stake of 460 shares — an estimated $14K sold.

Kings Point Capital Management first reported a position in FSTA in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q4 2017. 67 funds tracked by Wall St. Rank hold FSTA as of Q3 2018.

Kings Point Capital Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2018 after selling out during the quarter.
Kings Point Capital Management sold 460 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2018, an estimated $14K.
Kings Point Capital Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2017 and held it in 3 quarters.
Kings Point Capital Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $16K in Q4 2017.
67 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2018.

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