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KMS Financial Services’s Automatic Data Processing ADP Stock Holding History

KMS Financial Services’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$537K Buy
7,362
+193
+3% +$13.9K 0.08% 244
2014
Q2 		$499K Sell
7,169
-343
-5% -$23.4K 0.07% 270
2014
Q1 		$510K Sell
7,512
-783
-9% -$53.3K 0.08% 249
2013
Q4 		$588K Buy
8,295
+4,355
+111% +$293K 0.1% 233
2013
Q3 		$250K Sell
3,940
-13
-0.3% -$826 0.06% 337
2013
Q2 		$239K Buy
+3,953
New +$236K 0.07% 305

Other funds holding ADP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KMS Financial Services increased its Automatic Data Processing (ADP) stake by 2.7% in Q3 2014, buying an estimated $13.9K and bringing the position to 7,362 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #244.

KMS Financial Services first reported a position in ADP in Q2 2013 and has held it in 6 quarters since. The position peaked at $588K in Q4 2013. 1,043 funds tracked by Wall St. Rank hold ADP as of Q3 2014.

  • KMS Financial Services held 7,362 shares of Automatic Data Processing worth $537K as of Q3 2014.
  • KMS Financial Services bought 193 Automatic Data Processing shares in Q3 2014, an estimated $13.9K.
  • Automatic Data Processing made up 0.08% of KMS Financial Services's portfolio in Q3 2014, its #244 holding.
  • KMS Financial Services first reported a position in Automatic Data Processing in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Automatic Data Processing position peaked at $588K in Q4 2013.
  • 1,043 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2014.

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