Kings Point Capital Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-444	Closed	-$45K	–	357
2018 Q3	$45K	Sell	444 -54	-11%	-$5.43K	0.01%	250
2018 Q2	$47K	Buy	498 +10	+2%	+$918	0.01%	241
2018 Q1	$42K	Buy	+488	New	+$42.5K	0.01%	251

Other funds holding IJT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kings Point Capital Management's IJT Position: Q4 2018 in Review

Kings Point Capital Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2018, closing a stake of 444 shares — an estimated $45K sold.

Kings Point Capital Management first reported a position in IJT in Q1 2018 and held it in 3 quarters. The position peaked at $47K in Q2 2018. 468 funds tracked by Wall St. Rank hold IJT as of Q4 2018.

Kings Point Capital Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
Kings Point Capital Management sold 444 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $45K.
Kings Point Capital Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 3 quarters.
Kings Point Capital Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $47K in Q2 2018.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on Kings Point Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.