KMS FINANCIAL SERVICES, INC historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 5 quarters from 2013-06-30 to 2014-09-30, KMS FINANCIAL SERVICES, INC opened 8 positions, added to 23, reduced 14 and sold out of 10.
- Q2 2014: Stock CREDIT SUISSE NASSAU BRH; Country of operation —; Class INVRS VIX STERM; Shares before 0.
- Q2 2014: Stock LINNCO LLC; Country of operation —; Class COMSHS LTD INT; Shares before 0.
- Q2 2014: Stock ARES CAP CORP; Country of operation —; Class NOTE 5.125% 6/0; Shares before 0.
- Q1 2014: Stock CREDIT SUISSE NASSAU BRH; Country of operation —; Class ETN LKD 30 MLP; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1580308), 5 quarters: Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-17); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-08-08); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-25). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||