$260 Million is the total value of KINGS POINT CAPITAL MANAGEMENT's 263 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXX | New | BARCLAYS BK PLC IPATHs&p500 vix | $735,000 | – | 50,000 | +100.0% | 0.28% | – |
| SALE | New | RETAILMENOT INC COMser 1 added | $356,000 | – | 10,000 | +100.0% | 0.14% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $164,000 | – | 3,000 | +100.0% | 0.06% | – |
| JMBA | New | JAMBA INC | $134,000 | – | 10,000 | +100.0% | 0.05% | – |
| ONTX | New | ONCONOVA THERAPEUTICS INC | $53,000 | – | 2,000 | +100.0% | 0.02% | – |
| MO | New | ALTRIA GROUP INC | $34,000 | – | 1,000 | +100.0% | 0.01% | – |
| New | PENNEY J C INCcall | $30,000 | – | 100 | +100.0% | 0.01% | – | |
| BBH | New | MARKET VECTORS ETF TR BIOTECHetf | $22,000 | – | 270 | +100.0% | 0.01% | – |
| FB | New | FACEBOOK INCcl a | $15,000 | – | 300 | +100.0% | 0.01% | – |
| EEM | New | ISHARES MSCI EMG MKTetf | $16,000 | – | 400 | +100.0% | 0.01% | – |
| PGHEF | New | PENGROWTH ENERGY CORP | $12,000 | – | 2,000 | +100.0% | 0.01% | – |
| New | RETAILMENOT INCcall | $14,000 | – | 100 | +100.0% | 0.01% | – | |
| ACTV | New | ACTIVE NETWORK INC | $13,000 | – | 900 | +100.0% | 0.01% | – |
| CYNI | New | CYAN INC | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
| LORL | New | LORAL SPACE & COMMUNICATNS I | $11,000 | – | 164 | +100.0% | 0.00% | – |
| QLD | New | PROSHARES TR | $10,000 | – | 130 | +100.0% | 0.00% | – |
| VALE | New | VALE S Aadr | $11,000 | – | 700 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Dcl a new | $10,000 | – | 75 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HONEYWELL INTL INC COM IS | 36 | Q1 2022 | 2.9% |
| ACCENTURE PLC IRELAND CLA | 36 | Q1 2022 | 2.7% |
| AMERICAN TOWER REIT COM | 36 | Q1 2022 | 2.8% |
| NEWELL RUBBERMAID INC COM | 36 | Q1 2022 | 4.6% |
| CVS CAREMARK CORP | 36 | Q1 2022 | 5.0% |
| MICROSOFT CORP COM | 36 | Q1 2022 | 4.2% |
| ISHARES TR S&P MIDCAP 400 | 36 | Q1 2022 | 2.9% |
| ENTERPRISE PRODS PARTNERS | 36 | Q1 2022 | 2.4% |
| PIMCO ETF TR ENHANCED SHO | 36 | Q1 2022 | 4.6% |
| HCA HLDGS INC COM | 36 | Q1 2022 | 2.1% |
View KINGS POINT CAPITAL MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR/A | 2021-08-13 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-14 |
View KINGS POINT CAPITAL MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.