KFS
PCH

KMS Financial Services’s PotlatchDeltic PCH Stock Holding History

KMS Financial Services’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,448
Closed -$267K – 564
2014
Q2 		$267K Sell
6,448
-188
-3% -$7.38K 0.04% 415
2014
Q1 		$257K Buy
6,636
+1,490
+29% +$59.1K 0.04% 419
2013
Q4 		$215K Buy
+5,146
New +$209K 0.04% 455

Other funds holding PCH

PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

KMS Financial Services sold out of PotlatchDeltic (PCH) in Q3 2014, closing a stake of 6,448 shares — an estimated $267K sold.

KMS Financial Services first reported a position in PCH in Q4 2013 and held it in 3 quarters. The position peaked at $267K in Q2 2014. 204 funds tracked by Wall St. Rank hold PCH as of Q3 2014.

  • KMS Financial Services reported no remaining PotlatchDeltic position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 6,448 PotlatchDeltic shares in Q3 2014, an estimated $267K.
  • KMS Financial Services first reported a position in PotlatchDeltic in Q4 2013 and held it in 3 quarters.
  • KMS Financial Services's PotlatchDeltic position peaked at $267K in Q2 2014.
  • 204 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2014.

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