KIA
PIY

KCM Investment Advisors’s ML Depositor PreferredPlus 8.375% Citizens Commun Cert. CZN-1 PIY Stock Holding History

KCM Investment Advisors’s Portfolio PIY Stock Details PIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-7,970
Closed -$202K – 450
2013
Q2 		$202K Buy
+7,970
New +$205K 0.02% 408

Other funds holding PIY

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KCM Investment Advisors's PIY Position: Q3 2013 in Review

KCM Investment Advisors sold out of ML Depositor PreferredPlus 8.375% Citizens Commun Cert. CZN-1 (PIY) in Q3 2013, closing a stake of 7,970 shares — an estimated $202K sold.

KCM Investment Advisors first reported a position in PIY in Q2 2013 and held it in 1 quarter. The position peaked at $202K in Q2 2013. 1 fund tracked by Wall St. Rank holds PIY as of Q3 2013.

  • KCM Investment Advisors reported no remaining ML Depositor PreferredPlus 8.375% Citizens Commun Cert. CZN-1 position as of Q3 2013 after selling out during the quarter.
  • KCM Investment Advisors sold 7,970 ML Depositor PreferredPlus 8.375% Citizens Commun Cert. CZN-1 shares in Q3 2013, an estimated $202K.
  • KCM Investment Advisors first reported a position in ML Depositor PreferredPlus 8.375% Citizens Commun Cert. CZN-1 in Q2 2013 and held it in 1 quarter.
  • KCM Investment Advisors's ML Depositor PreferredPlus 8.375% Citizens Commun Cert. CZN-1 position peaked at $202K in Q2 2013.
  • 1 fund tracked by Wall St. Rank held ML Depositor PreferredPlus 8.375% Citizens Commun Cert. CZN-1 as of Q3 2013.

Based on KCM Investment Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.