KPCM
GWX icon

Kings Point Capital Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Kings Point Capital Management’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-290
Closed -$10K – 320
2014
Q2 		$10K Buy
+290
New +$9.89K ﹤0.01% 322

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Kings Point Capital Management's GWX Position: Q3 2014 in Review

Kings Point Capital Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2014, closing a stake of 290 shares — an estimated $10K sold.

Kings Point Capital Management first reported a position in GWX in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 97 funds tracked by Wall St. Rank hold GWX as of Q3 2014.

  • Kings Point Capital Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Kings Point Capital Management sold 290 State Street SPDR S&P International Small Cap ETF shares in Q3 2014, an estimated $10K.
  • Kings Point Capital Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2014 and held it in 1 quarter.
  • Kings Point Capital Management's State Street SPDR S&P International Small Cap ETF position peaked at $10K in Q2 2014.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2014.

Based on Kings Point Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.