Kings Point Capital Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-220	Closed	-$16K	–	450
2020 Q1	$16K	Buy	+220	New	+$22.5K	﹤0.01%	395
2017 Q2	–	Sell	-500	Closed	-$37K	–	345
2017 Q1	$37K	Buy	+500	New	+$36.8K	0.01%	245

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Kings Point Capital Management's ITA Position: Q2 2020 in Review

Kings Point Capital Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2020, closing a stake of 220 shares — an estimated $16K sold.

Kings Point Capital Management first reported a position in ITA in Q1 2017 and held it in 2 quarters. The position peaked at $37K in Q1 2017. 334 funds tracked by Wall St. Rank hold ITA as of Q2 2020.

Kings Point Capital Management reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
Kings Point Capital Management sold 220 iShares US Aerospace & Defense ETF shares in Q2 2020, an estimated $16K.
Kings Point Capital Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2017 and held it in 2 quarters.
Kings Point Capital Management's iShares US Aerospace & Defense ETF position peaked at $37K in Q1 2017.
334 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2020.

Based on Kings Point Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.