KFS
EQR icon

KMS Financial Services’s Equity Residential EQR Stock Holding History

KMS Financial Services’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$204K Hold
3,318
– – 0.03% 484
2014
Q2 		$209K Buy
+3,318
New +$201K 0.03% 486

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BIT
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

KMS Financial Services held its Equity Residential (EQR) position steady in Q3 2014 at 3,318 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #484.

KMS Financial Services first reported a position in EQR in Q2 2014 and has held it in 2 quarters since. The position peaked at $209K in Q2 2014. 452 funds tracked by Wall St. Rank hold EQR as of Q3 2014.

  • KMS Financial Services held 3,318 shares of Equity Residential worth $204K as of Q3 2014.
  • KMS Financial Services left its Equity Residential share count unchanged in Q3 2014.
  • Equity Residential made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #484 holding.
  • KMS Financial Services first reported a position in Equity Residential in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's Equity Residential position peaked at $209K in Q2 2014.
  • 452 funds tracked by Wall St. Rank held Equity Residential as of Q3 2014.

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