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Kings Point Capital Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Kings Point Capital Management’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8,004
Closed -$302K – 376
2015
Q3 		$302K Buy
+8,004
New +$319K 0.08% 107

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Kings Point Capital Management sold out of Invesco S&P 500 Revenue ETF (RWL) in Q4 2015, closing a stake of 8,004 shares — an estimated $302K sold.

Kings Point Capital Management first reported a position in RWL in Q3 2015 and held it in 1 quarter. The position peaked at $302K in Q3 2015. 38 funds tracked by Wall St. Rank hold RWL as of Q4 2015.

  • Kings Point Capital Management reported no remaining Invesco S&P 500 Revenue ETF position as of Q4 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 8,004 Invesco S&P 500 Revenue ETF shares in Q4 2015, an estimated $302K.
  • Kings Point Capital Management first reported a position in Invesco S&P 500 Revenue ETF in Q3 2015 and held it in 1 quarter.
  • Kings Point Capital Management's Invesco S&P 500 Revenue ETF position peaked at $302K in Q3 2015.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2015.

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