KFS
CLR

KMS Financial Services’s CONTINENTAL RESOURCES INC. CLR Stock Holding History

KMS Financial Services’s Portfolio CLR Stock Details CLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-21,800
Closed -$1.17M – 556
2013
Q3 		$1.17M Sell
21,800
-10,810
-33% -$518K 0.28% 82
2013
Q2 		$1.4M Buy
+32,610
New +$1.35M 0.39% 59

Other funds holding CLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KMS Financial Services's CLR Position: Q4 2013 in Review

KMS Financial Services sold out of CONTINENTAL RESOURCES INC. (CLR) in Q4 2013, closing a stake of 21,800 shares — an estimated $1.17M sold.

KMS Financial Services first reported a position in CLR in Q2 2013 and held it in 2 quarters. The position peaked at $1.4M in Q2 2013. 356 funds tracked by Wall St. Rank hold CLR as of Q4 2013.

  • KMS Financial Services reported no remaining CONTINENTAL RESOURCES INC. position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 21,800 CONTINENTAL RESOURCES INC. shares in Q4 2013, an estimated $1.17M.
  • KMS Financial Services first reported a position in CONTINENTAL RESOURCES INC. in Q2 2013 and held it in 2 quarters.
  • KMS Financial Services's CONTINENTAL RESOURCES INC. position peaked at $1.4M in Q2 2013.
  • 356 funds tracked by Wall St. Rank held CONTINENTAL RESOURCES INC. as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.