KPCM
YAO

Kings Point Capital Management’s Invesco China All-Cap ETF YAO Stock Holding History

Kings Point Capital Management’s Portfolio YAO Stock Details YAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,745
Closed -$39K – 279
2013
Q2 		$39K Buy
+1,745
New +$41.4K 0.02% 200

Other funds holding YAO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's YAO Position: Q3 2013 in Review

Kings Point Capital Management sold out of Invesco China All-Cap ETF (YAO) in Q3 2013, closing a stake of 1,745 shares — an estimated $39K sold.

Kings Point Capital Management first reported a position in YAO in Q2 2013 and held it in 1 quarter. The position peaked at $39K in Q2 2013. 18 funds tracked by Wall St. Rank hold YAO as of Q3 2013.

  • Kings Point Capital Management reported no remaining Invesco China All-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Kings Point Capital Management sold 1,745 Invesco China All-Cap ETF shares in Q3 2013, an estimated $39K.
  • Kings Point Capital Management first reported a position in Invesco China All-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Kings Point Capital Management's Invesco China All-Cap ETF position peaked at $39K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held Invesco China All-Cap ETF as of Q3 2013.

Based on Kings Point Capital Management's 13F filing for Q3 2013, filed 5 Nov 2013.