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Kings Point Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kings Point Capital Management’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,198
Closed -$56K – 364
2017
Q2 		$56K Buy
+2,198
New +$55.5K 0.01% 207

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SB
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UCFA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kings Point Capital Management's GOVT Position: Q3 2017 in Review

Kings Point Capital Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2017, closing a stake of 2,198 shares — an estimated $56K sold.

Kings Point Capital Management first reported a position in GOVT in Q2 2017 and held it in 1 quarter. The position peaked at $56K in Q2 2017. 114 funds tracked by Wall St. Rank hold GOVT as of Q3 2017.

  • Kings Point Capital Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Kings Point Capital Management sold 2,198 iShares US Treasury Bond ETF shares in Q3 2017, an estimated $56K.
  • Kings Point Capital Management first reported a position in iShares US Treasury Bond ETF in Q2 2017 and held it in 1 quarter.
  • Kings Point Capital Management's iShares US Treasury Bond ETF position peaked at $56K in Q2 2017.
  • 114 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2017.

Based on Kings Point Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.