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KMS Financial Services’s ALPS Equal Sector Weight ETF EQL Stock Holding History

KMS Financial Services’s Portfolio EQL Stock Details EQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-13,167
Closed -$229K – 555
2014
Q1 		$229K Sell
13,167
-57
-0.4% -$968 0.04% 448
2013
Q4 		$225K Buy
+13,224
New +$217K 0.04% 444

Other funds holding EQL

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

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

KMS Financial Services sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2014, closing a stake of 13,167 shares — an estimated $229K sold.

KMS Financial Services first reported a position in EQL in Q4 2013 and held it in 2 quarters. The position peaked at $229K in Q1 2014. 17 funds tracked by Wall St. Rank hold EQL as of Q2 2014.

  • KMS Financial Services reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 13,167 ALPS Equal Sector Weight ETF shares in Q2 2014, an estimated $229K.
  • KMS Financial Services first reported a position in ALPS Equal Sector Weight ETF in Q4 2013 and held it in 2 quarters.
  • KMS Financial Services's ALPS Equal Sector Weight ETF position peaked at $229K in Q1 2014.
  • 17 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2014.

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