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KMS Financial Services’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

KMS Financial Services’s Portfolio DVYA Stock Details DVYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,775
Closed -$206K – 551
2014
Q1 		$206K Buy
+3,775
New +$200K 0.03% 471

Other funds holding DVYA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KMS Financial Services's DVYA Position: Q2 2014 in Review

KMS Financial Services sold out of iShares Asia/Pacific Dividend ETF (DVYA) in Q2 2014, closing a stake of 3,775 shares — an estimated $206K sold.

KMS Financial Services first reported a position in DVYA in Q1 2014 and held it in 1 quarter. The position peaked at $206K in Q1 2014. 20 funds tracked by Wall St. Rank hold DVYA as of Q2 2014.

  • KMS Financial Services reported no remaining iShares Asia/Pacific Dividend ETF position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 3,775 iShares Asia/Pacific Dividend ETF shares in Q2 2014, an estimated $206K.
  • KMS Financial Services first reported a position in iShares Asia/Pacific Dividend ETF in Q1 2014 and held it in 1 quarter.
  • KMS Financial Services's iShares Asia/Pacific Dividend ETF position peaked at $206K in Q1 2014.
  • 20 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.