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KMS Financial Services’s AeroVironment AVAV Stock Holding History

KMS Financial Services’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$683K Buy
22,708
+1,680
+8% +$53.5K 0.1% 198
2014
Q2 		$669K Buy
21,028
+13,737
+188% +$465K 0.1% 216
2014
Q1 		$293K Buy
7,291
+331
+5% +$10.8K 0.05% 383
2013
Q4 		$203K Buy
+6,960
New +$187K 0.03% 465

Other funds holding AVAV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

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

KMS Financial Services increased its AeroVironment (AVAV) stake by 8% in Q3 2014, buying an estimated $53.5K and bringing the position to 22,708 shares worth $683K. The position accounts for 0.1% of the portfolio, ranked #198.

KMS Financial Services first reported a position in AVAV in Q4 2013 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold AVAV as of Q3 2014.

  • KMS Financial Services held 22,708 shares of AeroVironment worth $683K as of Q3 2014.
  • KMS Financial Services bought 1,680 AeroVironment shares in Q3 2014, an estimated $53.5K.
  • AeroVironment made up 0.1% of KMS Financial Services's portfolio in Q3 2014, its #198 holding.
  • KMS Financial Services first reported a position in AeroVironment in Q4 2013 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held AeroVironment as of Q3 2014.

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