KFS
HME

KMS Financial Services’s HOME PROPERTIES, INC HME Stock Holding History

KMS Financial Services’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-17,158
Closed -$920K – 579
2013
Q4 		$920K Sell
17,158
-908
-5% -$51K 0.16% 150
2013
Q3 		$1.04M Buy
18,066
+3,448
+24% +$212K 0.25% 99
2013
Q2 		$956K Buy
+14,618
New +$934K 0.27% 94

Other funds holding HME

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

KMS Financial Services's HME Position: Q1 2014 in Review

KMS Financial Services sold out of HOME PROPERTIES, INC (HME) in Q1 2014, closing a stake of 17,158 shares — an estimated $920K sold.

KMS Financial Services first reported a position in HME in Q2 2013 and held it in 3 quarters. The position peaked at $1.04M in Q3 2013. 249 funds tracked by Wall St. Rank hold HME as of Q1 2014.

  • KMS Financial Services reported no remaining HOME PROPERTIES, INC position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 17,158 HOME PROPERTIES, INC shares in Q1 2014, an estimated $920K.
  • KMS Financial Services first reported a position in HOME PROPERTIES, INC in Q2 2013 and held it in 3 quarters.
  • KMS Financial Services's HOME PROPERTIES, INC position peaked at $1.04M in Q3 2013.
  • 249 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.