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KMS Financial Services’s Deere & Co DE Stock Holding History

KMS Financial Services’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$666K Sell
8,119
-2,795
-26% -$239K 0.09% 204
2014
Q2 		$988K Buy
10,914
+1,268
+13% +$117K 0.14% 156
2014
Q1 		$876K Buy
9,646
+6,183
+179% +$541K 0.14% 168
2013
Q4 		$316K Buy
+3,463
New +$293K 0.05% 363

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

KMS Financial Services reduced its Deere & Co (DE) stake by 26% in Q3 2014, selling an estimated $239K and leaving 8,119 shares worth $666K. The position accounts for 0.09% of the portfolio, ranked #204.

KMS Financial Services first reported a position in DE in Q4 2013 and has held it in 4 quarters since. The position peaked at $988K in Q2 2014. 957 funds tracked by Wall St. Rank hold DE as of Q3 2014.

  • KMS Financial Services held 8,119 shares of Deere & Co worth $666K as of Q3 2014.
  • KMS Financial Services sold 2,795 Deere & Co shares in Q3 2014, an estimated $239K.
  • Deere & Co made up 0.09% of KMS Financial Services's portfolio in Q3 2014, its #204 holding.
  • KMS Financial Services first reported a position in Deere & Co in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Deere & Co position peaked at $988K in Q2 2014.
  • 957 funds tracked by Wall St. Rank held Deere & Co as of Q3 2014.

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