KPCM
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Kings Point Capital Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Kings Point Capital Management’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-543
Closed -$20K – 368
2015
Q3 		$20K Buy
+543
New +$21.8K 0.01% 307

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kings Point Capital Management's ISCV Position: Q4 2015 in Review

Kings Point Capital Management sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2015, closing a stake of 543 shares — an estimated $20K sold.

Kings Point Capital Management first reported a position in ISCV in Q3 2015 and held it in 1 quarter. The position peaked at $20K in Q3 2015. 61 funds tracked by Wall St. Rank hold ISCV as of Q4 2015.

  • Kings Point Capital Management reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 543 iShares Morningstar Small-Cap Value ETF shares in Q4 2015, an estimated $20K.
  • Kings Point Capital Management first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2015 and held it in 1 quarter.
  • Kings Point Capital Management's iShares Morningstar Small-Cap Value ETF position peaked at $20K in Q3 2015.
  • 61 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2015.

Based on Kings Point Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.