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KMS Financial Services’s iShares US Industrials ETF IYJ Stock Holding History

KMS Financial Services’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$378K Buy
+7,466
New +$383K 0.05% 322
2013
Q4 		– Sell
-4,732
Closed -$214K – 542
2013
Q3 		$214K Buy
+4,732
New +$209K 0.05% 378

Other funds holding IYJ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KMS Financial Services opened a new position in iShares US Industrials ETF (IYJ) in Q3 2014: 7,466 shares worth $378K. The stake represents 0.05% of the portfolio and ranks #322 among its holdings. This is a return to the name: KMS Financial Services previously reported a position in IYJ as recently as Q3 2013.

KMS Financial Services first reported a position in IYJ in Q3 2013 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold IYJ as of Q3 2014.

  • KMS Financial Services held 7,466 shares of iShares US Industrials ETF worth $378K as of Q3 2014.
  • iShares US Industrials ETF was a new KMS Financial Services position in Q3 2014.
  • iShares US Industrials ETF made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #322 holding.
  • KMS Financial Services first reported a position in iShares US Industrials ETF in Q3 2013 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2014.

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