KFS
JRCC

KMS Financial Services’s JAMES RIVER COAL NEW JRCC Stock Holding History

KMS Financial Services’s Portfolio JRCC Stock Details JRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-15,190
Closed -$11K – 595
2014
Q1 		$11K Hold
15,190
– – ﹤0.01% 531
2013
Q4 		$21K Buy
+15,190
New +$25.3K ﹤0.01% 525

Other funds holding JRCC

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

KMS Financial Services sold out of JAMES RIVER COAL NEW (JRCC) in Q2 2014, closing a stake of 15,190 shares — an estimated $11K sold.

KMS Financial Services first reported a position in JRCC in Q4 2013 and held it in 2 quarters. The position peaked at $21K in Q4 2013. 7 funds tracked by Wall St. Rank hold JRCC as of Q2 2014.

  • KMS Financial Services reported no remaining JAMES RIVER COAL NEW position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 15,190 JAMES RIVER COAL NEW shares in Q2 2014, an estimated $11K.
  • KMS Financial Services first reported a position in JAMES RIVER COAL NEW in Q4 2013 and held it in 2 quarters.
  • KMS Financial Services's JAMES RIVER COAL NEW position peaked at $21K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held JAMES RIVER COAL NEW as of Q2 2014.

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