KPCM
RESP

Kings Point Capital Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Kings Point Capital Management’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-900
Closed -$29K – 387
2017
Q4 		$29K Buy
+900
New +$27.9K 0.01% 287

Other funds holding RESP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kings Point Capital Management's RESP Position: Q1 2018 in Review

Kings Point Capital Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2018, closing a stake of 900 shares — an estimated $29K sold.

Kings Point Capital Management first reported a position in RESP in Q4 2017 and held it in 1 quarter. The position peaked at $29K in Q4 2017. 27 funds tracked by Wall St. Rank hold RESP as of Q1 2018.

  • Kings Point Capital Management reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 900 WisdomTree U.S. ESG Fund shares in Q1 2018, an estimated $29K.
  • Kings Point Capital Management first reported a position in WisdomTree U.S. ESG Fund in Q4 2017 and held it in 1 quarter.
  • Kings Point Capital Management's WisdomTree U.S. ESG Fund position peaked at $29K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2018.

Based on Kings Point Capital Management's 13F filing for Q1 2018, filed 10 May 2018.