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KMS Financial Services’s Allstate ALL Stock Holding History

KMS Financial Services’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$744K Buy
12,122
+1,188
+11% +$71.3K 0.1% 191
2014
Q2 		$642K Sell
10,934
-310
-3% -$17.9K 0.09% 225
2014
Q1 		$637K Sell
11,244
-3,049
-21% -$164K 0.1% 219
2013
Q4 		$780K Sell
14,293
-38
-0.3% -$2.03K 0.13% 177
2013
Q3 		$724K Sell
14,331
-82
-0.6% -$4.12K 0.18% 144
2013
Q2 		$694K Buy
+14,413
New +$701K 0.19% 135

Other funds holding ALL

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

KMS Financial Services increased its Allstate (ALL) stake by 11% in Q3 2014, buying an estimated $71.3K and bringing the position to 12,122 shares worth $744K. The position accounts for 0.1% of the portfolio, ranked #191.

KMS Financial Services first reported a position in ALL in Q2 2013 and has held it in 6 quarters since. The position peaked at $780K in Q4 2013. 739 funds tracked by Wall St. Rank hold ALL as of Q3 2014.

  • KMS Financial Services held 12,122 shares of Allstate worth $744K as of Q3 2014.
  • KMS Financial Services bought 1,188 Allstate shares in Q3 2014, an estimated $71.3K.
  • Allstate made up 0.1% of KMS Financial Services's portfolio in Q3 2014, its #191 holding.
  • KMS Financial Services first reported a position in Allstate in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Allstate position peaked at $780K in Q4 2013.
  • 739 funds tracked by Wall St. Rank held Allstate as of Q3 2014.

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