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KMS Financial Services’s Ovintiv OVV Stock Holding History

KMS Financial Services’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-3,091
Closed -$279K – 555
2013
Q4 		$279K Buy
+3,091
New +$282K 0.05% 388

Other funds holding OVV

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

KMS Financial Services's OVV Position: Q1 2014 in Review

KMS Financial Services sold out of Ovintiv (OVV) in Q1 2014, closing a stake of 3,091 shares — an estimated $279K sold.

KMS Financial Services first reported a position in OVV in Q4 2013 and held it in 1 quarter. The position peaked at $279K in Q4 2013. 356 funds tracked by Wall St. Rank hold OVV as of Q1 2014.

  • KMS Financial Services reported no remaining Ovintiv position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 3,091 Ovintiv shares in Q1 2014, an estimated $279K.
  • KMS Financial Services first reported a position in Ovintiv in Q4 2013 and held it in 1 quarter.
  • KMS Financial Services's Ovintiv position peaked at $279K in Q4 2013.
  • 356 funds tracked by Wall St. Rank held Ovintiv as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.