KFS
BSCI

KMS Financial Services’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

KMS Financial Services’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$618K Buy
29,243
+7,971
+37% +$169K 0.09% 224
2014
Q2 		$452K Buy
+21,272
New +$451K 0.06% 297

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KMS Financial Services increased its Invesco BulletShares 2018 Corporate Bond ETF (BSCI) stake by 37% in Q3 2014, buying an estimated $169K and bringing the position to 29,243 shares worth $618K. The position accounts for 0.09% of the portfolio, ranked #224.

KMS Financial Services first reported a position in BSCI in Q2 2014 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold BSCI as of Q3 2014.

  • KMS Financial Services held 29,243 shares of Invesco BulletShares 2018 Corporate Bond ETF worth $618K as of Q3 2014.
  • KMS Financial Services bought 7,971 Invesco BulletShares 2018 Corporate Bond ETF shares in Q3 2014, an estimated $169K.
  • Invesco BulletShares 2018 Corporate Bond ETF made up 0.09% of KMS Financial Services's portfolio in Q3 2014, its #224 holding.
  • KMS Financial Services first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2014 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q3 2014.

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