KFS
ARI

KMS Financial Services’s Apollo Commercial Real Estate ARI Stock Holding History

KMS Financial Services’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$237K Buy
15,090
+2,580
+21% +$42.7K 0.03% 436
2014
Q2 		$206K Buy
12,510
+1,000
+9% +$16.7K 0.03% 493
2014
Q1 		$191K Buy
11,510
+1,490
+15% +$24.8K 0.03% 480
2013
Q4 		$163K Sell
10,020
-850
-8% -$13.8K 0.03% 475
2013
Q3 		$166K Sell
10,870
-300
-3% -$4.68K 0.04% 404
2013
Q2 		$177K Buy
+11,170
New +$192K 0.05% 347

Other funds holding ARI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

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

KMS Financial Services increased its Apollo Commercial Real Estate (ARI) stake by 21% in Q3 2014, buying an estimated $42.7K and bringing the position to 15,090 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #436.

KMS Financial Services first reported a position in ARI in Q2 2013 and has held it in 6 quarters since. 152 funds tracked by Wall St. Rank hold ARI as of Q3 2014.

  • KMS Financial Services held 15,090 shares of Apollo Commercial Real Estate worth $237K as of Q3 2014.
  • KMS Financial Services bought 2,580 Apollo Commercial Real Estate shares in Q3 2014, an estimated $42.7K.
  • Apollo Commercial Real Estate made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #436 holding.
  • KMS Financial Services first reported a position in Apollo Commercial Real Estate in Q2 2013 and has held it in 6 quarters since.
  • 152 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2014.

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