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KMS Financial Services’s Abbott ABT Stock Holding History

KMS Financial Services’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.74M Buy
41,791
+205
+0.5% +$8.67K 0.24% 101
2014
Q2 		$1.7M Sell
41,586
-2,322
-5% -$91.2K 0.24% 100
2014
Q1 		$1.69M Buy
43,908
+2,436
+6% +$93.9K 0.27% 93
2013
Q4 		$1.59M Buy
+41,472
New +$1.53M 0.27% 86

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

KMS Financial Services increased its Abbott (ABT) stake by 0.49% in Q3 2014, buying an estimated $8.67K and bringing the position to 41,791 shares worth $1.74M. The position accounts for 0.24% of the portfolio, ranked #101.

KMS Financial Services first reported a position in ABT in Q4 2013 and has held it in 4 quarters since. 1,399 funds tracked by Wall St. Rank hold ABT as of Q3 2014.

  • KMS Financial Services held 41,791 shares of Abbott worth $1.74M as of Q3 2014.
  • KMS Financial Services bought 205 Abbott shares in Q3 2014, an estimated $8.67K.
  • Abbott made up 0.24% of KMS Financial Services's portfolio in Q3 2014, its #101 holding.
  • KMS Financial Services first reported a position in Abbott in Q4 2013 and has held it in 4 quarters since.
  • 1,399 funds tracked by Wall St. Rank held Abbott as of Q3 2014.

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