KFS
CYS

KMS Financial Services’s CYS Investments Inc. CYS Stock Holding History

KMS Financial Services’s Portfolio CYS Stock Details CYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-29,300
Closed -$217K – 583
2013
Q4 		$217K Sell
29,300
-430
-1% -$3.45K 0.04% 453
2013
Q3 		$242K Sell
29,730
-1,300
-4% -$10.5K 0.06% 349
2013
Q2 		$278K Buy
+31,030
New +$349K 0.08% 285

Other funds holding CYS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KMS Financial Services's CYS Position: Q1 2014 in Review

KMS Financial Services sold out of CYS Investments Inc. (CYS) in Q1 2014, closing a stake of 29,300 shares — an estimated $217K sold.

KMS Financial Services first reported a position in CYS in Q2 2013 and held it in 3 quarters. The position peaked at $278K in Q2 2013. 183 funds tracked by Wall St. Rank hold CYS as of Q1 2014.

  • KMS Financial Services reported no remaining CYS Investments Inc. position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 29,300 CYS Investments Inc. shares in Q1 2014, an estimated $217K.
  • KMS Financial Services first reported a position in CYS Investments Inc. in Q2 2013 and held it in 3 quarters.
  • KMS Financial Services's CYS Investments Inc. position peaked at $278K in Q2 2013.
  • 183 funds tracked by Wall St. Rank held CYS Investments Inc. as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.