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KMS Financial Services’s Amazon AMZN Stock Holding History

KMS Financial Services’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.74M Buy
107,840
+13,560
+14% +$226K 0.24% 100
2014
Q2 		$1.53M Buy
94,280
+25,740
+38% +$407K 0.22% 111
2014
Q1 		$1.15M Buy
68,540
+23,580
+52% +$438K 0.18% 129
2013
Q4 		$896K Buy
44,960
+18,920
+73% +$340K 0.15% 155
2013
Q3 		$407K Buy
26,040
+2,620
+11% +$39K 0.1% 236
2013
Q2 		$325K Buy
+23,420
New +$312K 0.09% 252

Other funds holding AMZN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

KMS Financial Services increased its Amazon (AMZN) stake by 14% in Q3 2014, buying an estimated $226K and bringing the position to 107,840 shares worth $1.74M. The position accounts for 0.24% of the portfolio, ranked #100.

KMS Financial Services first reported a position in AMZN in Q2 2013 and has held it in 6 quarters since. 980 funds tracked by Wall St. Rank hold AMZN as of Q3 2014.

  • KMS Financial Services held 107,840 shares of Amazon worth $1.74M as of Q3 2014.
  • KMS Financial Services bought 13,560 Amazon shares in Q3 2014, an estimated $226K.
  • Amazon made up 0.24% of KMS Financial Services's portfolio in Q3 2014, its #100 holding.
  • KMS Financial Services first reported a position in Amazon in Q2 2013 and has held it in 6 quarters since.
  • 980 funds tracked by Wall St. Rank held Amazon as of Q3 2014.

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