KIA
PKH

KCM Investment Advisors’s MERRILL DEP PFDPLUS 7.75% TST CRTS PKH Stock Holding History

KCM Investment Advisors’s Portfolio PKH Stock Details PKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-25,791
Closed -$655K – 468
2013
Q4 		$655K Sell
25,791
-1,215
-4% -$30.7K 0.07% 256
2013
Q3 		$679K Buy
27,006
+1,450
+6% +$37K 0.08% 247
2013
Q2 		$654K Buy
+25,556
New +$655K 0.08% 249

KCM Investment Advisors's PKH Position: Q1 2014 in Review

KCM Investment Advisors sold out of MERRILL DEP PFDPLUS 7.75% TST CRTS (PKH) in Q1 2014, closing a stake of 25,791 shares — an estimated $655K sold.

KCM Investment Advisors first reported a position in PKH in Q2 2013 and held it in 3 quarters. The position peaked at $679K in Q3 2013. 0 funds tracked by Wall St. Rank hold PKH as of Q1 2014.

  • KCM Investment Advisors reported no remaining MERRILL DEP PFDPLUS 7.75% TST CRTS position as of Q1 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 25,791 MERRILL DEP PFDPLUS 7.75% TST CRTS shares in Q1 2014, an estimated $655K.
  • KCM Investment Advisors first reported a position in MERRILL DEP PFDPLUS 7.75% TST CRTS in Q2 2013 and held it in 3 quarters.
  • KCM Investment Advisors's MERRILL DEP PFDPLUS 7.75% TST CRTS position peaked at $679K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held MERRILL DEP PFDPLUS 7.75% TST CRTS as of Q1 2014.

Based on KCM Investment Advisors's 13F filing for Q1 2014, filed 20 May 2014.