KPCM
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Kings Point Capital Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Kings Point Capital Management’s Portfolio GLTR Stock Details GLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-464
Closed -$34K – 499
2019
Q3 		$34K Buy
+464
New +$33.3K 0.01% 346

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kings Point Capital Management's GLTR Position: Q4 2019 in Review

Kings Point Capital Management sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2019, closing a stake of 464 shares — an estimated $34K sold.

Kings Point Capital Management first reported a position in GLTR in Q3 2019 and held it in 1 quarter. The position peaked at $34K in Q3 2019. 51 funds tracked by Wall St. Rank hold GLTR as of Q4 2019.

  • Kings Point Capital Management reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2019 after selling out during the quarter.
  • Kings Point Capital Management sold 464 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2019, an estimated $34K.
  • Kings Point Capital Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2019 and held it in 1 quarter.
  • Kings Point Capital Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $34K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2019.

Based on Kings Point Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.