KFS
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KMS Financial Services’s Meta Platforms (Facebook) META Stock Holding History

KMS Financial Services’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3.54M Buy
44,833
+2,223
+5% +$163K 0.5% 45
2014
Q2 		$2.87M Buy
42,610
+1,592
+4% +$97.9K 0.41% 59
2014
Q1 		$2.47M Buy
41,018
+11,386
+38% +$722K 0.39% 58
2013
Q4 		$1.62M Buy
29,632
+4,369
+17% +$219K 0.27% 83
2013
Q3 		$1.27M Sell
25,263
-861
-3% -$32K 0.31% 72
2013
Q2 		$650K Buy
+26,124
New +$669K 0.18% 142

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KMS Financial Services increased its Meta Platforms (Facebook) (META) stake by 5.2% in Q3 2014, buying an estimated $163K and bringing the position to 44,833 shares worth $3.54M. The position accounts for 0.5% of the portfolio, ranked #45.

KMS Financial Services first reported a position in META in Q2 2013 and has held it in 6 quarters since. 1,109 funds tracked by Wall St. Rank hold META as of Q3 2014.

  • KMS Financial Services held 44,833 shares of Meta Platforms (Facebook) worth $3.54M as of Q3 2014.
  • KMS Financial Services bought 2,223 Meta Platforms (Facebook) shares in Q3 2014, an estimated $163K.
  • Meta Platforms (Facebook) made up 0.5% of KMS Financial Services's portfolio in Q3 2014, its #45 holding.
  • KMS Financial Services first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 6 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2014.

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