KFS
AUY

KMS Financial Services’s Yamana Gold, Inc. AUY Stock Holding History

KMS Financial Services’s Portfolio AUY Stock Details AUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$254K Buy
42,390
+7,515
+22% +$59.9K 0.04% 420
2014
Q2 		$287K Buy
34,875
+15,247
+78% +$120K 0.04% 396
2014
Q1 		$172K Buy
19,628
+712
+4% +$6.88K 0.03% 488
2013
Q4 		$163K Buy
18,916
+855
+5% +$7.89K 0.03% 476
2013
Q3 		$188K Sell
18,061
-2,354
-12% -$24.8K 0.05% 399
2013
Q2 		$197K Buy
+20,415
New +$238K 0.06% 339

Other funds holding AUY

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

KMS Financial Services increased its Yamana Gold, Inc. (AUY) stake by 22% in Q3 2014, buying an estimated $59.9K and bringing the position to 42,390 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #420.

KMS Financial Services first reported a position in AUY in Q2 2013 and has held it in 6 quarters since. The position peaked at $287K in Q2 2014. 288 funds tracked by Wall St. Rank hold AUY as of Q3 2014.

  • KMS Financial Services held 42,390 shares of Yamana Gold, Inc. worth $254K as of Q3 2014.
  • KMS Financial Services bought 7,515 Yamana Gold, Inc. shares in Q3 2014, an estimated $59.9K.
  • Yamana Gold, Inc. made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #420 holding.
  • KMS Financial Services first reported a position in Yamana Gold, Inc. in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Yamana Gold, Inc. position peaked at $287K in Q2 2014.
  • 288 funds tracked by Wall St. Rank held Yamana Gold, Inc. as of Q3 2014.

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