KFS
MCP

KMS Financial Services’s MOLYCORP INC COM STK MCP Stock Holding History

KMS Financial Services’s Portfolio MCP Stock Details MCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$60K Buy
50,228
+9,450
+23% +$17.7K 0.01% 530
2014
Q2 		$105K Buy
40,778
+1,373
+3% +$4.96K 0.02% 525
2014
Q1 		$185K Buy
39,405
+5,110
+15% +$26.3K 0.03% 484
2013
Q4 		$193K Buy
34,295
+9,500
+38% +$50.1K 0.03% 468
2013
Q3 		$163K Buy
24,795
+3,500
+16% +$23.5K 0.04% 405
2013
Q2 		$132K Buy
+21,295
New +$125K 0.04% 361

Other funds holding MCP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

KMS Financial Services increased its MOLYCORP INC COM STK (MCP) stake by 23% in Q3 2014, buying an estimated $17.7K and bringing the position to 50,228 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #530.

KMS Financial Services first reported a position in MCP in Q2 2013 and has held it in 6 quarters since. The position peaked at $193K in Q4 2013. 162 funds tracked by Wall St. Rank hold MCP as of Q3 2014.

  • KMS Financial Services held 50,228 shares of MOLYCORP INC COM STK worth $60K as of Q3 2014.
  • KMS Financial Services bought 9,450 MOLYCORP INC COM STK shares in Q3 2014, an estimated $17.7K.
  • MOLYCORP INC COM STK made up 0.01% of KMS Financial Services's portfolio in Q3 2014, its #530 holding.
  • KMS Financial Services first reported a position in MOLYCORP INC COM STK in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's MOLYCORP INC COM STK position peaked at $193K in Q4 2013.
  • 162 funds tracked by Wall St. Rank held MOLYCORP INC COM STK as of Q3 2014.

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