KINGS POINT CAPITAL MANAGEMENT
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 307,140
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/12/2014 | 273 | 307,140 | 13F-HR | KINGS POINT CAPITAL MANAGEMENT |
| Q4 2013 | 2/13/2014 | 269 | 285,602 | 13F-HR | KINGS POINT CAPITAL MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 268.6 K | 87.5% | 15.01 K | 0 | 15.01 K |
| ETFs | 34.82 K | 11.3% | 5.912 K | 0 | 5.912 K |
| Debt | 3.666 K | 1.2% | 643 | 0 | 643 |
| Other | 0 | 0.0% | 0 | 14 | -14 |
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Fund Snapshot
Q1 2014
Latest filed
5/12/2014
Total value ($000)
307,140
Holdings
273
QoQ value change ($000)
21,538
(7.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.