Kings Point Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-385	Closed	-$33K	–	362
2018 Q1	$33K	Hold	385	–	–	0.01%	278
2017 Q4	$34K	Hold	385	–	–	0.01%	268
2017 Q3	$34K	Hold	385	–	–	0.01%	253
2017 Q2	$34K	Hold	385	–	–	0.01%	248
2017 Q1	$34K	Buy	+385	New	+$33.6K	0.01%	256
2016 Q4	–	Sell	-200	Closed	-$17K	–	310
2016 Q3	$17K	Hold	200	–	–	﹤0.01%	268
2016 Q2	$17K	Buy	+200	New	+$16.6K	﹤0.01%	267
2013 Q3	–	Sell	-500	Closed	-$45K	–	268
2013 Q2	$45K	Buy	+500	New	+$47K	0.02%	194

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Kings Point Capital Management's HYG Position: Q2 2018 in Review

Kings Point Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2018, closing a stake of 385 shares — an estimated $33K sold.

Kings Point Capital Management first reported a position in HYG in Q2 2013 and held it in 8 quarters. The position peaked at $45K in Q2 2013. 639 funds tracked by Wall St. Rank hold HYG as of Q2 2018.

Kings Point Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Kings Point Capital Management sold 385 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2018, an estimated $33K.
Kings Point Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 8 quarters.
Kings Point Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $45K in Q2 2013.
639 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2018.

Based on Kings Point Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.