KFS
MLPN

KMS Financial Services’s Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 MLPN Stock Holding History

KMS Financial Services’s Portfolio MLPN Stock Details MLPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$335K Hold
9,316
– – 0.05% 352
2014
Q2 		$333K Buy
9,316
+1,263
+16% +$42.8K 0.05% 360
2014
Q1 		$257K Buy
+8,053
New +$253K 0.04% 421

Other funds holding MLPN

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

KMS Financial Services held its Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 (MLPN) position steady in Q3 2014 at 9,316 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #352.

KMS Financial Services first reported a position in MLPN in Q1 2014 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold MLPN as of Q3 2014.

  • KMS Financial Services held 9,316 shares of Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 worth $335K as of Q3 2014.
  • KMS Financial Services left its Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 share count unchanged in Q3 2014.
  • Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #352 holding.
  • KMS Financial Services first reported a position in Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 in Q1 2014 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 as of Q3 2014.

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