KFS
BPT

KMS Financial Services’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

KMS Financial Services’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		$2.48M Buy
26,334
+4,183
+19% +$394K 0.35% 64
2014
Q2 		$2.19M Buy
22,151
+4,032
+22% +$399K 0.31% 73
2014
Q1 		$1.53M Buy
18,119
+5,927
+49% +$500K 0.24% 101
2013
Q4 		$971K Buy
+12,192
New +$971K 0.16% 143