KPCM
HYS icon

Kings Point Capital Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Kings Point Capital Management’s Portfolio HYS Stock Details HYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,450
Closed -$154K – 280
2013
Q4 		$154K Hold
1,450
– – 0.05% 102
2013
Q3 		$152K Buy
1,450
+500
+53% +$52.2K 0.06% 102
2013
Q2 		$98K Buy
+950
New +$99.6K 0.04% 138

Other funds holding HYS

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kings Point Capital Management's HYS Position: Q1 2014 in Review

Kings Point Capital Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2014, closing a stake of 1,450 shares — an estimated $154K sold.

Kings Point Capital Management first reported a position in HYS in Q2 2013 and held it in 3 quarters. The position peaked at $154K in Q4 2013. 183 funds tracked by Wall St. Rank hold HYS as of Q1 2014.

  • Kings Point Capital Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2014 after selling out during the quarter.
  • Kings Point Capital Management sold 1,450 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2014, an estimated $154K.
  • Kings Point Capital Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2013 and held it in 3 quarters.
  • Kings Point Capital Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $154K in Q4 2013.
  • 183 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2014.

Based on Kings Point Capital Management's 13F filing for Q1 2014, filed 12 May 2014.