Kingsview Wealth Management
III icon

Kingsview Wealth Management’s Information Services Group III Stock Holding History

Kingsview Wealth Management’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,741
Closed -$56K – 406
2018
Q3 		$56K Buy
+11,741
New +$52.1K 0.01% 347

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PAIM
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Kingsview Wealth Management's III Position: Q4 2018 in Review

Kingsview Wealth Management sold out of Information Services Group (III) in Q4 2018, closing a stake of 11,741 shares — an estimated $56K sold.

Kingsview Wealth Management first reported a position in III in Q3 2018 and held it in 1 quarter. The position peaked at $56K in Q3 2018. 74 funds tracked by Wall St. Rank hold III as of Q4 2018.

  • Kingsview Wealth Management reported no remaining Information Services Group position as of Q4 2018 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,741 Information Services Group shares in Q4 2018, an estimated $56K.
  • Kingsview Wealth Management first reported a position in Information Services Group in Q3 2018 and held it in 1 quarter.
  • Kingsview Wealth Management's Information Services Group position peaked at $56K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Information Services Group as of Q4 2018.

Based on Kingsview Wealth Management's 13F filing for Q4 2018, filed 29 Jan 2020.