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KMS Financial Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

KMS Financial Services’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-16,048
Closed -$629K – 546
2013
Q4 		$629K Sell
16,048
-730
-4% -$27.9K 0.11% 213
2013
Q3 		$613K Buy
16,778
+1,430
+9% +$51.3K 0.15% 162
2013
Q2 		$537K Buy
+15,348
New +$541K 0.15% 167

Other funds holding KBWP

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

KMS Financial Services sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2014, closing a stake of 16,048 shares — an estimated $629K sold.

KMS Financial Services first reported a position in KBWP in Q2 2013 and held it in 3 quarters. The position peaked at $629K in Q4 2013. 13 funds tracked by Wall St. Rank hold KBWP as of Q1 2014.

  • KMS Financial Services reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 16,048 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2014, an estimated $629K.
  • KMS Financial Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2013 and held it in 3 quarters.
  • KMS Financial Services's Invesco KBW Property & Casualty Insurance ETF position peaked at $629K in Q4 2013.
  • 13 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2014.

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