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KMS Financial Services’s Nike NKE Stock Holding History

KMS Financial Services’s Portfolio NKE Stock Details NKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.68M Buy
37,560
+6,750
+22% +$268K 0.24% 107
2014
Q2 		$1.2M Sell
30,810
-3,326
-10% -$124K 0.17% 136
2014
Q1 		$1.26M Sell
34,136
-654
-2% -$24.7K 0.2% 123
2013
Q4 		$1.37M Buy
34,790
+820
+2% +$31.4K 0.23% 105
2013
Q3 		$1.23M Sell
33,970
-1,642
-5% -$53.6K 0.3% 77
2013
Q2 		$1.13M Buy
+35,612
New +$1.11M 0.32% 77

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

KMS Financial Services increased its Nike (NKE) stake by 22% in Q3 2014, buying an estimated $268K and bringing the position to 37,560 shares worth $1.68M. The position accounts for 0.24% of the portfolio, ranked #107.

KMS Financial Services first reported a position in NKE in Q2 2013 and has held it in 6 quarters since. 1,009 funds tracked by Wall St. Rank hold NKE as of Q3 2014.

  • KMS Financial Services held 37,560 shares of Nike worth $1.68M as of Q3 2014.
  • KMS Financial Services bought 6,750 Nike shares in Q3 2014, an estimated $268K.
  • Nike made up 0.24% of KMS Financial Services's portfolio in Q3 2014, its #107 holding.
  • KMS Financial Services first reported a position in Nike in Q2 2013 and has held it in 6 quarters since.
  • 1,009 funds tracked by Wall St. Rank held Nike as of Q3 2014.

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