KFS
LINE

KMS Financial Services’s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS LINE Stock Holding History

KMS Financial Services’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$933K Sell
30,954
-2,724
-8% -$84.8K 0.13% 168
2014
Q2 		$1.09M Sell
33,678
-3,689
-10% -$108K 0.16% 145
2014
Q1 		$1.06M Buy
37,367
+15,199
+69% +$479K 0.17% 137
2013
Q4 		$683K Buy
22,168
+6,253
+39% +$181K 0.12% 201
2013
Q3 		$413K Buy
+15,915
New +$412K 0.1% 234

Other funds holding LINE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

KMS Financial Services reduced its LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS (LINE) stake by 8.1% in Q3 2014, selling an estimated $84.8K and leaving 30,954 shares worth $933K. The position accounts for 0.13% of the portfolio, ranked #168.

KMS Financial Services first reported a position in LINE in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2014. 247 funds tracked by Wall St. Rank hold LINE as of Q3 2014.

  • KMS Financial Services held 30,954 shares of LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS worth $933K as of Q3 2014.
  • KMS Financial Services sold 2,724 LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS shares in Q3 2014, an estimated $84.8K.
  • LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS made up 0.13% of KMS Financial Services's portfolio in Q3 2014, its #168 holding.
  • KMS Financial Services first reported a position in LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position peaked at $1.09M in Q2 2014.
  • 247 funds tracked by Wall St. Rank held LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS as of Q3 2014.

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