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KMS Financial Services’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

KMS Financial Services’s Portfolio HYMB Stock Details HYMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$247K Buy
+8,698
New +$243K 0.03% 427

Other funds holding HYMB

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

KMS Financial Services opened a new position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2014: 8,698 shares worth $247K. The stake represents 0.03% of the portfolio and ranks #427 among its holdings.

51 funds tracked by Wall St. Rank hold HYMB as of Q3 2014.

  • KMS Financial Services held 8,698 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $247K as of Q3 2014.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF was a new KMS Financial Services position in Q3 2014.
  • State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #427 holding.
  • 51 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2014.

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