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KMS Financial Services’s Boeing BA Stock Holding History

KMS Financial Services’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7.14M Buy
56,058
+2,911
+5% +$367K 1% 13
2014
Q2 		$6.76M Sell
53,147
-67
-0.1% -$8.75K 0.97% 15
2014
Q1 		$6.68M Buy
53,214
+6,350
+14% +$827K 1.06% 13
2013
Q4 		$6.4M Sell
46,864
-111
-0.2% -$14.4K 1.08% 14
2013
Q3 		$5.52M Buy
46,975
+1,967
+4% +$212K 1.34% 10
2013
Q2 		$4.61M Buy
+45,008
New +$4.28M 1.29% 9

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

KMS Financial Services increased its Boeing (BA) stake by 5.5% in Q3 2014, buying an estimated $367K and bringing the position to 56,058 shares worth $7.14M. The position accounts for 1% of the portfolio, ranked #13.

KMS Financial Services first reported a position in BA in Q2 2013 and has held it in 6 quarters since. 1,167 funds tracked by Wall St. Rank hold BA as of Q3 2014.

  • KMS Financial Services held 56,058 shares of Boeing worth $7.14M as of Q3 2014.
  • KMS Financial Services bought 2,911 Boeing shares in Q3 2014, an estimated $367K.
  • Boeing made up 1% of KMS Financial Services's portfolio in Q3 2014, its #13 holding.
  • KMS Financial Services first reported a position in Boeing in Q2 2013 and has held it in 6 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Boeing as of Q3 2014.

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