KFS
BSCF

KMS Financial Services’s CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF BSCF Stock Holding History

KMS Financial Services’s Portfolio BSCF Stock Details BSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$224K Buy
10,319
+516
+5% +$11.2K 0.03% 458
2014
Q2 		$215K Buy
+9,803
New +$214K 0.03% 478

Other funds holding BSCF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KMS Financial Services increased its CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF (BSCF) stake by 5.3% in Q3 2014, buying an estimated $11.2K and bringing the position to 10,319 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #458.

KMS Financial Services first reported a position in BSCF in Q2 2014 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold BSCF as of Q3 2014.

  • KMS Financial Services held 10,319 shares of CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF worth $224K as of Q3 2014.
  • KMS Financial Services bought 516 CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF shares in Q3 2014, an estimated $11.2K.
  • CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #458 holding.
  • KMS Financial Services first reported a position in CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF in Q2 2014 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF as of Q3 2014.

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