KFS
PAL

KMS Financial Services’s NORTH AMERICAN PALLADIUM LTD PAL Stock Holding History

KMS Financial Services’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-25,000
Closed -$16K – 581
2013
Q4 		$16K Buy
25,000
+12,000
+92% +$8.44K ﹤0.01% 526
2013
Q3 		$12K Buy
+13,000
New +$13.9K ﹤0.01% 447

Other funds holding PAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
BPGAM
BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return

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

KMS Financial Services sold out of NORTH AMERICAN PALLADIUM LTD (PAL) in Q1 2014, closing a stake of 25,000 shares — an estimated $16K sold.

KMS Financial Services first reported a position in PAL in Q3 2013 and held it in 2 quarters. The position peaked at $16K in Q4 2013. 53 funds tracked by Wall St. Rank hold PAL as of Q1 2014.

  • KMS Financial Services reported no remaining NORTH AMERICAN PALLADIUM LTD position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 25,000 NORTH AMERICAN PALLADIUM LTD shares in Q1 2014, an estimated $16K.
  • KMS Financial Services first reported a position in NORTH AMERICAN PALLADIUM LTD in Q3 2013 and held it in 2 quarters.
  • KMS Financial Services's NORTH AMERICAN PALLADIUM LTD position peaked at $16K in Q4 2013.
  • 53 funds tracked by Wall St. Rank held NORTH AMERICAN PALLADIUM LTD as of Q1 2014.

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