KINGS POINT CAPITAL MANAGEMENT quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2016-06-30 to 2016-09-30, KINGS POINT CAPITAL MANAGEMENT opened 2 positions, added to 1, reduced 3, sold out of 1 and left 4 unchanged. The largest increase in value was SAP (+$66,000); the largest decrease was NVO (-$37,000).
- ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 2016-06-30 451; Shares 2016-09-30 715.
Two Form 13F-HR filings compared (SEC CIK 1388736): 2016-06-30 (filed 2016-08-12) and 2016-09-30 (filed 2016-11-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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