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KMS Financial Services’s EOG Resources EOG Stock Holding History

KMS Financial Services’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$254K Buy
2,566
+166
+7% +$18K 0.04% 418
2014
Q2 		$280K Buy
+2,400
New +$252K 0.04% 403

Other funds holding EOG

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

KMS Financial Services increased its EOG Resources (EOG) stake by 6.9% in Q3 2014, buying an estimated $18K and bringing the position to 2,566 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #418.

KMS Financial Services first reported a position in EOG in Q2 2014 and has held it in 2 quarters since. The position peaked at $280K in Q2 2014. 854 funds tracked by Wall St. Rank hold EOG as of Q3 2014.

  • KMS Financial Services held 2,566 shares of EOG Resources worth $254K as of Q3 2014.
  • KMS Financial Services bought 166 EOG Resources shares in Q3 2014, an estimated $18K.
  • EOG Resources made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #418 holding.
  • KMS Financial Services first reported a position in EOG Resources in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's EOG Resources position peaked at $280K in Q2 2014.
  • 854 funds tracked by Wall St. Rank held EOG Resources as of Q3 2014.

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