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KMS Financial Services’s General Motors GM Stock Holding History

KMS Financial Services’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$236K Buy
7,400
+850
+13% +$29.6K 0.03% 439
2014
Q2 		$238K Buy
+6,550
New +$228K 0.03% 445

Other funds holding GM

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

KMS Financial Services increased its General Motors (GM) stake by 13% in Q3 2014, buying an estimated $29.6K and bringing the position to 7,400 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #439.

KMS Financial Services first reported a position in GM in Q2 2014 and has held it in 2 quarters since. The position peaked at $238K in Q2 2014. 797 funds tracked by Wall St. Rank hold GM as of Q3 2014.

  • KMS Financial Services held 7,400 shares of General Motors worth $236K as of Q3 2014.
  • KMS Financial Services bought 850 General Motors shares in Q3 2014, an estimated $29.6K.
  • General Motors made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #439 holding.
  • KMS Financial Services first reported a position in General Motors in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's General Motors position peaked at $238K in Q2 2014.
  • 797 funds tracked by Wall St. Rank held General Motors as of Q3 2014.

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