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KMS Financial Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

KMS Financial Services’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$492K Sell
17,981
-311
-2% -$8.46K 0.07% 269
2014
Q2 		$496K Buy
+18,292
New +$490K 0.07% 273

Other funds holding FSTA

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

KMS Financial Services reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 1.7% in Q3 2014, selling an estimated $8.46K and leaving 17,981 shares worth $492K. The position accounts for 0.07% of the portfolio, ranked #269.

KMS Financial Services first reported a position in FSTA in Q2 2014 and has held it in 2 quarters since. The position peaked at $496K in Q2 2014. 16 funds tracked by Wall St. Rank hold FSTA as of Q3 2014.

  • KMS Financial Services held 17,981 shares of Fidelity MSCI Consumer Staples Index ETF worth $492K as of Q3 2014.
  • KMS Financial Services sold 311 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2014, an estimated $8.46K.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #269 holding.
  • KMS Financial Services first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's Fidelity MSCI Consumer Staples Index ETF position peaked at $496K in Q2 2014.
  • 16 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2014.

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