KPCM
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Kings Point Capital Management’s iShares Silver Trust SLV Stock Holding History

Kings Point Capital Management’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,000
Closed -$42K – 278
2013
Q3 		$42K Sell
2,000
-1,500
-43% -$31K 0.02% 187
2013
Q2 		$66K Buy
+3,500
New +$78.5K 0.03% 161

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kings Point Capital Management's SLV Position: Q4 2013 in Review

Kings Point Capital Management sold out of iShares Silver Trust (SLV) in Q4 2013, closing a stake of 2,000 shares — an estimated $42K sold.

Kings Point Capital Management first reported a position in SLV in Q2 2013 and held it in 2 quarters. The position peaked at $66K in Q2 2013. 294 funds tracked by Wall St. Rank hold SLV as of Q4 2013.

  • Kings Point Capital Management reported no remaining iShares Silver Trust position as of Q4 2013 after selling out during the quarter.
  • Kings Point Capital Management sold 2,000 iShares Silver Trust shares in Q4 2013, an estimated $42K.
  • Kings Point Capital Management first reported a position in iShares Silver Trust in Q2 2013 and held it in 2 quarters.
  • Kings Point Capital Management's iShares Silver Trust position peaked at $66K in Q2 2013.
  • 294 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2013.

Based on Kings Point Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.