Kings Point Capital Management’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-300
Closed -$15K 339
2014
Q2
$15K Hold
300
﹤0.01% 293
2014
Q1
$15K Hold
300
﹤0.01% 247
2013
Q4
$15K Hold
300
0.01% 233
2013
Q3
$15K Hold
300
0.01% 241
2013
Q2
$16K Buy
+300
New +$15.5K 0.01% 245

Kings Point Capital Management's MUAC Position: Q3 2014 in Review

Kings Point Capital Management sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2014, closing a stake of 300 shares — an estimated $15K sold.

Kings Point Capital Management first reported a position in MUAC in Q2 2013 and held it in 5 quarters. The position peaked at $16K in Q2 2013. 0 funds tracked by Wall St. Rank hold MUAC as of Q3 2014.

  • Kings Point Capital Management reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2014 after selling out during the quarter.
  • Kings Point Capital Management sold 300 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2014, an estimated $15K.
  • Kings Point Capital Management first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q2 2013 and held it in 5 quarters.
  • Kings Point Capital Management's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $16K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2014.

Based on Kings Point Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.