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KMS Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

KMS Financial Services’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.49M Buy
37,766
+20,668
+121% +$819K 0.21% 118
2014
Q2 		$682K Sell
17,098
-1,833
-10% -$72.2K 0.1% 209
2014
Q1 		$739K Sell
18,931
-2,100
-10% -$80.2K 0.12% 195
2013
Q4 		$775K Sell
21,031
-3,015
-13% -$114K 0.13% 178
2013
Q3 		$913K Sell
24,046
-3,816
-14% -$146K 0.22% 111
2013
Q2 		$1.09M Buy
+27,862
New +$1.12M 0.31% 80

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

KMS Financial Services increased its iShares Preferred and Income Securities ETF (PFF) stake by 121% in Q3 2014, buying an estimated $819K and bringing the position to 37,766 shares worth $1.49M. The position accounts for 0.21% of the portfolio, ranked #118.

KMS Financial Services first reported a position in PFF in Q2 2013 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold PFF as of Q3 2014.

  • KMS Financial Services held 37,766 shares of iShares Preferred and Income Securities ETF worth $1.49M as of Q3 2014.
  • KMS Financial Services bought 20,668 iShares Preferred and Income Securities ETF shares in Q3 2014, an estimated $819K.
  • iShares Preferred and Income Securities ETF made up 0.21% of KMS Financial Services's portfolio in Q3 2014, its #118 holding.
  • KMS Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 6 quarters since.
  • 409 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2014.

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