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KMS Financial Services’s Ambev ABEV Stock Holding History

KMS Financial Services’s Portfolio ABEV Stock Details ABEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$289K Sell
44,104
-3,248
-7% -$22.9K 0.04% 381
2014
Q2 		$333K Sell
47,352
-4,055
-8% -$29.8K 0.05% 359
2014
Q1 		$381K Sell
51,407
-39,975
-44% -$280K 0.06% 315
2013
Q4 		$672K Buy
+91,382
New +$668K 0.11% 205

Other funds holding ABEV

VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KMS Financial Services's ABEV Position: Q3 2014 in Review

KMS Financial Services reduced its Ambev (ABEV) stake by 6.9% in Q3 2014, selling an estimated $22.9K and leaving 44,104 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #381.

KMS Financial Services first reported a position in ABEV in Q4 2013 and has held it in 4 quarters since. The position peaked at $672K in Q4 2013. 312 funds tracked by Wall St. Rank hold ABEV as of Q3 2014.

  • KMS Financial Services held 44,104 shares of Ambev worth $289K as of Q3 2014.
  • KMS Financial Services sold 3,248 Ambev shares in Q3 2014, an estimated $22.9K.
  • Ambev made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #381 holding.
  • KMS Financial Services first reported a position in Ambev in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Ambev position peaked at $672K in Q4 2013.
  • 312 funds tracked by Wall St. Rank held Ambev as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.