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KMS Financial Services’s Koppers KOP Stock Holding History

KMS Financial Services’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$268K Buy
8,095
+425
+6% +$15.4K 0.04% 403
2014
Q2 		$293K Buy
7,670
+1,435
+23% +$56.2K 0.04% 389
2014
Q1 		$257K Buy
6,235
+235
+4% +$9.61K 0.04% 418
2013
Q4 		$274K Hold
6,000
– – 0.05% 391
2013
Q3 		$256K Hold
6,000
– – 0.06% 331
2013
Q2 		$229K Buy
+6,000
New +$250K 0.06% 313

Other funds holding KOP

SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

KMS Financial Services increased its Koppers (KOP) stake by 5.5% in Q3 2014, buying an estimated $15.4K and bringing the position to 8,095 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #403.

KMS Financial Services first reported a position in KOP in Q2 2013 and has held it in 6 quarters since. The position peaked at $293K in Q2 2014. 139 funds tracked by Wall St. Rank hold KOP as of Q3 2014.

  • KMS Financial Services held 8,095 shares of Koppers worth $268K as of Q3 2014.
  • KMS Financial Services bought 425 Koppers shares in Q3 2014, an estimated $15.4K.
  • Koppers made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #403 holding.
  • KMS Financial Services first reported a position in Koppers in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Koppers position peaked at $293K in Q2 2014.
  • 139 funds tracked by Wall St. Rank held Koppers as of Q3 2014.

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