SEC 13F Intelligence

Managers / Q4 2018 · view latest →

KINGS POINT CAPITAL MANAGEMENT

CIK 0001388736 · 60 CUTTERMILL ROAD, SUITE 516, GREAT NECK, NY, 11021 · 516-439-5105

Reported Value
$448M
Q4 2018
Positions
350
Filings on Record
16
2019–present window
Filed
Feb 13, 2019
original filing

Summary

Kings Point Capital Management reported $448M in U.S.-listed holdings across 350 positions for Q4 2018.

Its largest position, MSFT, represents 2.8% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $448MQ4 ’18Q1 ’19: $503MQ2 ’19: $548MQ2 ’19Q3 ’19: $591MQ4 ’19: $678MQ4 ’19Q1 ’20: $568MQ2 ’20: $690MQ2 ’20Q3 ’20: $801MQ4 ’20: $938MQ4 ’20Q1 ’21: $1.0BQ2 ’21: $1.1BQ2 ’21Q3 ’21: $1.1BQ4 ’21: $1.2BQ4 ’21Q1 ’22: $1.1Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2018

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2022$1.1B576May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.2B635Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.1B569Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.1B539Aug 13, 2021RESTATEMENTchanges · EDGAR ↗
Q1 2021$1.0B536May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$938M492Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$801M475Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$690M439Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$568M450May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$678M488Feb 14, 2020RESTATEMENTchanges · EDGAR ↗
Q3 2019$591M477Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$548M427Aug 15, 201913F-HRchanges · EDGAR ↗
Q1 2019$503M355May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$448M350Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.