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KMS Financial Services’s Glacier Bancorp GBCI Stock Holding History

KMS Financial Services’s Portfolio GBCI Stock Details GBCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-13,791
Closed -$391K – 555
2014
Q2 		$391K Buy
13,791
+41
+0.3% +$1.1K 0.06% 326
2014
Q1 		$400K Hold
13,750
– – 0.06% 306
2013
Q4 		$410K Buy
+13,750
New +$384K 0.07% 308

Other funds holding GBCI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

KMS Financial Services sold out of Glacier Bancorp (GBCI) in Q3 2014, closing a stake of 13,791 shares — an estimated $391K sold.

KMS Financial Services first reported a position in GBCI in Q4 2013 and held it in 3 quarters. The position peaked at $410K in Q4 2013. 176 funds tracked by Wall St. Rank hold GBCI as of Q3 2014.

  • KMS Financial Services reported no remaining Glacier Bancorp position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 13,791 Glacier Bancorp shares in Q3 2014, an estimated $391K.
  • KMS Financial Services first reported a position in Glacier Bancorp in Q4 2013 and held it in 3 quarters.
  • KMS Financial Services's Glacier Bancorp position peaked at $410K in Q4 2013.
  • 176 funds tracked by Wall St. Rank held Glacier Bancorp as of Q3 2014.

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