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KMS Financial Services’s Banco Bradesco BBD Stock Holding History

KMS Financial Services’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$146K Sell
26,220
-11,321
-30% -$70.7K 0.02% 500
2014
Q2 		$214K Buy
37,541
+691
+2% +$4.04K 0.03% 479
2014
Q1 		$197K Buy
36,850
+7,735
+27% +$35.1K 0.03% 479
2013
Q4 		$143K Buy
+29,115
New +$155K 0.02% 484

Other funds holding BBD

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

KMS Financial Services reduced its Banco Bradesco (BBD) stake by 30% in Q3 2014, selling an estimated $70.7K and leaving 26,220 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #500.

KMS Financial Services first reported a position in BBD in Q4 2013 and has held it in 4 quarters since. The position peaked at $214K in Q2 2014. 221 funds tracked by Wall St. Rank hold BBD as of Q3 2014.

  • KMS Financial Services held 26,220 shares of Banco Bradesco worth $146K as of Q3 2014.
  • KMS Financial Services sold 11,321 Banco Bradesco shares in Q3 2014, an estimated $70.7K.
  • Banco Bradesco made up 0.02% of KMS Financial Services's portfolio in Q3 2014, its #500 holding.
  • KMS Financial Services first reported a position in Banco Bradesco in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Banco Bradesco position peaked at $214K in Q2 2014.
  • 221 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2014.

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