Kings Point Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-375	Closed	-$13K	–	363
2018 Q1	$13K	Hold	375	–	–	﹤0.01%	347
2017 Q4	$13K	Hold	375	–	–	﹤0.01%	349
2017 Q3	$13K	Hold	375	–	–	﹤0.01%	338
2017 Q2	$12K	Hold	375	–	–	﹤0.01%	323
2017 Q1	$12K	Buy	+375	New	+$11.4K	﹤0.01%	335

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Kings Point Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2018, closing a stake of 375 shares — an estimated $13K sold.

Kings Point Capital Management first reported a position in IYH in Q1 2017 and held it in 5 quarters. The position peaked at $13K in Q1 2018. 240 funds tracked by Wall St. Rank hold IYH as of Q2 2018.

Kings Point Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2018 after selling out during the quarter.
Kings Point Capital Management sold 375 iShares US Healthcare ETF shares in Q2 2018, an estimated $13K.
Kings Point Capital Management first reported a position in iShares US Healthcare ETF in Q1 2017 and held it in 5 quarters.
Kings Point Capital Management's iShares US Healthcare ETF position peaked at $13K in Q1 2018.
240 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2018.

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