KFS
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KMS Financial Services’s Morgan Stanley MS Stock Holding History

KMS Financial Services’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$420K Buy
12,140
+1,265
+12% +$42.1K 0.06% 299
2014
Q2 		$352K Buy
10,875
+794
+8% +$24.5K 0.05% 351
2014
Q1 		$314K Sell
10,081
-448
-4% -$13.8K 0.05% 361
2013
Q4 		$330K Buy
10,529
+1,975
+23% +$58.7K 0.06% 353
2013
Q3 		$231K Buy
+8,554
New +$230K 0.06% 360

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

KMS Financial Services increased its Morgan Stanley (MS) stake by 12% in Q3 2014, buying an estimated $42.1K and bringing the position to 12,140 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #299.

KMS Financial Services first reported a position in MS in Q3 2013 and has held it in 5 quarters since. 731 funds tracked by Wall St. Rank hold MS as of Q3 2014.

  • KMS Financial Services held 12,140 shares of Morgan Stanley worth $420K as of Q3 2014.
  • KMS Financial Services bought 1,265 Morgan Stanley shares in Q3 2014, an estimated $42.1K.
  • Morgan Stanley made up 0.06% of KMS Financial Services's portfolio in Q3 2014, its #299 holding.
  • KMS Financial Services first reported a position in Morgan Stanley in Q3 2013 and has held it in 5 quarters since.
  • 731 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2014.

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