KMS FINANCIAL SERVICES, INC quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2014-06-30 to 2014-09-30, KMS FINANCIAL SERVICES, INC opened 1 positions, added to 5, reduced 7, sold out of 2 and left 0 unchanged. The largest increase in value was VALE (+$149,000); the largest decrease was E (-$224,000).
- VALE: Country of operation —; Class ADR; Shares 2014-06-30 0; Shares 2014-09-30 13,498.
Two Form 13F-HR filings compared (SEC CIK 1580308): 2014-06-30 (filed 2014-08-12) and 2014-09-30 (filed 2014-11-17). 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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