KFS
PCAR icon

KMS Financial Services’s PACCAR PCAR Stock Holding History

KMS Financial Services’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.07M Buy
28,301
+4,470
+19% +$186K 0.15% 152
2014
Q2 		$998K Buy
23,831
+872
+4% +$37.2K 0.14% 155
2014
Q1 		$1.03M Buy
22,959
+1,338
+6% +$55.1K 0.16% 140
2013
Q4 		$853K Buy
21,621
+9,601
+80% +$364K 0.14% 163
2013
Q3 		$446K Buy
12,020
+2,571
+27% +$95.6K 0.11% 218
2013
Q2 		$338K Buy
+9,449
New +$326K 0.09% 246

Other funds holding PCAR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

KMS Financial Services increased its PACCAR (PCAR) stake by 19% in Q3 2014, buying an estimated $186K and bringing the position to 28,301 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #152.

KMS Financial Services first reported a position in PCAR in Q2 2013 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold PCAR as of Q3 2014.

  • KMS Financial Services held 28,301 shares of PACCAR worth $1.07M as of Q3 2014.
  • KMS Financial Services bought 4,470 PACCAR shares in Q3 2014, an estimated $186K.
  • PACCAR made up 0.15% of KMS Financial Services's portfolio in Q3 2014, its #152 holding.
  • KMS Financial Services first reported a position in PACCAR in Q2 2013 and has held it in 6 quarters since.
  • 445 funds tracked by Wall St. Rank held PACCAR as of Q3 2014.

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