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KMS Financial Services’s Lakeland Industries LAKE Stock Holding History

KMS Financial Services’s Portfolio LAKE Stock Details LAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-26,000
Closed -$167K – 560
2014
Q1 		$167K Hold
26,000
– – 0.03% 489
2013
Q4 		$137K Buy
26,000
+1,500
+6% +$7.95K 0.02% 487
2013
Q3 		$132K Sell
24,500
-1,000
-4% -$4.62K 0.03% 417
2013
Q2 		$125K Buy
+25,500
New +$105K 0.03% 364

Other funds holding LAKE

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

KMS Financial Services sold out of Lakeland Industries (LAKE) in Q2 2014, closing a stake of 26,000 shares — an estimated $167K sold.

KMS Financial Services first reported a position in LAKE in Q2 2013 and held it in 4 quarters. The position peaked at $167K in Q1 2014. 21 funds tracked by Wall St. Rank hold LAKE as of Q2 2014.

  • KMS Financial Services reported no remaining Lakeland Industries position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 26,000 Lakeland Industries shares in Q2 2014, an estimated $167K.
  • KMS Financial Services first reported a position in Lakeland Industries in Q2 2013 and held it in 4 quarters.
  • KMS Financial Services's Lakeland Industries position peaked at $167K in Q1 2014.
  • 21 funds tracked by Wall St. Rank held Lakeland Industries as of Q2 2014.

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