KFS
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KMS Financial Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

KMS Financial Services’s Portfolio PFXF Stock Details PFXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-47,200
Closed -$938K – 468
2013
Q2 		$938K Buy
+47,200
New +$963K 0.26% 98

Other funds holding PFXF

AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KMS Financial Services's PFXF Position: Q3 2013 in Review

KMS Financial Services sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2013, closing a stake of 47,200 shares — an estimated $938K sold.

KMS Financial Services first reported a position in PFXF in Q2 2013 and held it in 1 quarter. The position peaked at $938K in Q2 2013. 26 funds tracked by Wall St. Rank hold PFXF as of Q3 2013.

  • KMS Financial Services reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2013 after selling out during the quarter.
  • KMS Financial Services sold 47,200 VanEck Preferred Securities ex Financials ETF shares in Q3 2013, an estimated $938K.
  • KMS Financial Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2013 and held it in 1 quarter.
  • KMS Financial Services's VanEck Preferred Securities ex Financials ETF position peaked at $938K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2013.

Based on KMS Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.