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KMS Financial Services’s FedEx FDX Stock Holding History

KMS Financial Services’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$455K Sell
2,816
-681
-19% -$103K 0.06% 287
2014
Q2 		$529K Buy
3,497
+24
+0.7% +$3.35K 0.08% 255
2014
Q1 		$460K Buy
3,473
+178
+5% +$24.2K 0.07% 279
2013
Q4 		$474K Buy
3,295
+1,465
+80% +$194K 0.08% 279
2013
Q3 		$209K Buy
+1,830
New +$198K 0.05% 385

Other funds holding FDX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

KMS Financial Services reduced its FedEx (FDX) stake by 19% in Q3 2014, selling an estimated $103K and leaving 2,816 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #287.

KMS Financial Services first reported a position in FDX in Q3 2013 and has held it in 5 quarters since. The position peaked at $529K in Q2 2014. 857 funds tracked by Wall St. Rank hold FDX as of Q3 2014.

  • KMS Financial Services held 2,816 shares of FedEx worth $455K as of Q3 2014.
  • KMS Financial Services sold 681 FedEx shares in Q3 2014, an estimated $103K.
  • FedEx made up 0.06% of KMS Financial Services's portfolio in Q3 2014, its #287 holding.
  • KMS Financial Services first reported a position in FedEx in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's FedEx position peaked at $529K in Q2 2014.
  • 857 funds tracked by Wall St. Rank held FedEx as of Q3 2014.

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