KMS FINANCIAL SERVICES, INC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2014-06-30 to 2014-09-30, KMS FINANCIAL SERVICES, INC opened 6 positions, added to 119, reduced 56, sold out of 12 and left 14 unchanged. The largest increase in value was AAPL (+$3,878,000); the largest decrease was SLV (-$1,263,000).
- ATI: Country of operation United States; Class COM; Shares 2014-06-30 0; Shares 2014-09-30 9,942.
- COR: Country of operation United States; Class COM; Shares 2014-06-30 0; Shares 2014-09-30 2,961.
- C: Country of operation United States; Class COM NEW; Shares 2014-06-30 0; Shares 2014-09-30 4,333.
- PRU: Country of operation United States; Class COM; Shares 2014-06-30 0; Shares 2014-09-30 2,361.
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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