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KMS Financial Services’s Goldman Sachs GS Stock Holding History

KMS Financial Services’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2.13M Sell
11,585
-231
-2% -$40.6K 0.3% 77
2014
Q2 		$1.98M Buy
11,816
+346
+3% +$55.8K 0.28% 87
2014
Q1 		$1.88M Buy
11,470
+1,651
+17% +$278K 0.3% 81
2013
Q4 		$1.74M Buy
+9,819
New +$1.62M 0.29% 79

Other funds holding GS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

KMS Financial Services reduced its Goldman Sachs (GS) stake by 2% in Q3 2014, selling an estimated $40.6K and leaving 11,585 shares worth $2.13M. The position accounts for 0.3% of the portfolio, ranked #77.

KMS Financial Services first reported a position in GS in Q4 2013 and has held it in 4 quarters since. 935 funds tracked by Wall St. Rank hold GS as of Q3 2014.

  • KMS Financial Services held 11,585 shares of Goldman Sachs worth $2.13M as of Q3 2014.
  • KMS Financial Services sold 231 Goldman Sachs shares in Q3 2014, an estimated $40.6K.
  • Goldman Sachs made up 0.3% of KMS Financial Services's portfolio in Q3 2014, its #77 holding.
  • KMS Financial Services first reported a position in Goldman Sachs in Q4 2013 and has held it in 4 quarters since.
  • 935 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2014.

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