KFS
HILO

KMS Financial Services’s Columbia EM Quality Dividend ETF HILO Stock Holding History

KMS Financial Services’s Portfolio HILO Stock Details HILO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-18,651
Closed -$300K – 589
2014
Q1 		$300K Buy
18,651
+5,411
+41% +$86.8K 0.05% 376
2013
Q4 		$231K Buy
+13,240
New +$238K 0.04% 439

Other funds holding HILO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

KMS Financial Services's HILO Position: Q2 2014 in Review

KMS Financial Services sold out of Columbia EM Quality Dividend ETF (HILO) in Q2 2014, closing a stake of 18,651 shares — an estimated $300K sold.

KMS Financial Services first reported a position in HILO in Q4 2013 and held it in 2 quarters. The position peaked at $300K in Q1 2014. 18 funds tracked by Wall St. Rank hold HILO as of Q2 2014.

  • KMS Financial Services reported no remaining Columbia EM Quality Dividend ETF position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 18,651 Columbia EM Quality Dividend ETF shares in Q2 2014, an estimated $300K.
  • KMS Financial Services first reported a position in Columbia EM Quality Dividend ETF in Q4 2013 and held it in 2 quarters.
  • KMS Financial Services's Columbia EM Quality Dividend ETF position peaked at $300K in Q1 2014.
  • 18 funds tracked by Wall St. Rank held Columbia EM Quality Dividend ETF as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.