KFS
ANR

KMS Financial Services’s Alpha Natural Resources Inc ANR Stock Holding History

KMS Financial Services’s Portfolio ANR Stock Details ANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$100K Sell
40,366
-193
-0.5% -$665 0.01% 517
2014
Q2 		$150K Buy
40,559
+22,226
+121% +$89.5K 0.02% 513
2014
Q1 		$78K Buy
+18,333
New +$98.3K 0.01% 519
2013
Q3 		– Sell
-19,200
Closed -$100K – 483
2013
Q2 		$100K Buy
+19,200
New +$130K 0.03% 373

Other funds holding ANR

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

KMS Financial Services reduced its Alpha Natural Resources Inc (ANR) stake by 0.48% in Q3 2014, selling an estimated $665 and leaving 40,366 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #517.

KMS Financial Services first reported a position in ANR in Q2 2013 and has held it in 4 quarters since. The position peaked at $150K in Q2 2014. 197 funds tracked by Wall St. Rank hold ANR as of Q3 2014.

  • KMS Financial Services held 40,366 shares of Alpha Natural Resources Inc worth $100K as of Q3 2014.
  • KMS Financial Services sold 193 Alpha Natural Resources Inc shares in Q3 2014, an estimated $665.
  • Alpha Natural Resources Inc made up 0.01% of KMS Financial Services's portfolio in Q3 2014, its #517 holding.
  • KMS Financial Services first reported a position in Alpha Natural Resources Inc in Q2 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Alpha Natural Resources Inc position peaked at $150K in Q2 2014.
  • 197 funds tracked by Wall St. Rank held Alpha Natural Resources Inc as of Q3 2014.

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