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KMS Financial Services’s GSK GSK Stock Holding History

KMS Financial Services’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2.2M Buy
38,303
+6,380
+20% +$391K 0.31% 73
2014
Q2 		$2.13M Buy
31,923
+1,733
+6% +$117K 0.31% 78
2014
Q1 		$2.02M Buy
30,190
+1,604
+6% +$108K 0.32% 75
2013
Q4 		$1.91M Buy
28,586
+7,044
+33% +$457K 0.32% 68
2013
Q3 		$1.35M Buy
21,542
+1,182
+6% +$76.1K 0.33% 68
2013
Q2 		$1.27M Buy
+20,360
New +$1.29M 0.36% 65

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

KMS Financial Services increased its GSK (GSK) stake by 20% in Q3 2014, buying an estimated $391K and bringing the position to 38,303 shares worth $2.2M. The position accounts for 0.31% of the portfolio, ranked #73.

KMS Financial Services first reported a position in GSK in Q2 2013 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold GSK as of Q3 2014.

  • KMS Financial Services held 38,303 shares of GSK worth $2.2M as of Q3 2014.
  • KMS Financial Services bought 6,380 GSK shares in Q3 2014, an estimated $391K.
  • GSK made up 0.31% of KMS Financial Services's portfolio in Q3 2014, its #73 holding.
  • KMS Financial Services first reported a position in GSK in Q2 2013 and has held it in 6 quarters since.
  • 701 funds tracked by Wall St. Rank held GSK as of Q3 2014.

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