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KMS Financial Services’s iShares US Transportation ETF IYT Stock Holding History

KMS Financial Services’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$661K Hold
17,516
– – 0.09% 207
2014
Q2 		$644K Buy
+17,516
New +$616K 0.09% 224

Other funds holding IYT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

KMS Financial Services held its iShares US Transportation ETF (IYT) position steady in Q3 2014 at 17,516 shares worth $661K. The position accounts for 0.09% of the portfolio, ranked #207.

KMS Financial Services first reported a position in IYT in Q2 2014 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold IYT as of Q3 2014.

  • KMS Financial Services held 17,516 shares of iShares US Transportation ETF worth $661K as of Q3 2014.
  • KMS Financial Services left its iShares US Transportation ETF share count unchanged in Q3 2014.
  • iShares US Transportation ETF made up 0.09% of KMS Financial Services's portfolio in Q3 2014, its #207 holding.
  • KMS Financial Services first reported a position in iShares US Transportation ETF in Q2 2014 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2014.

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