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KMS Financial Services’s Park Aerospace PKE Stock Holding History

KMS Financial Services’s Portfolio PKE Stock Details PKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-8,589
Closed -$247K – 557
2013
Q4 		$247K Hold
8,589
– – 0.04% 414
2013
Q3 		$246K Hold
8,589
– – 0.06% 344
2013
Q2 		$216K Buy
+8,589
New +$206K 0.06% 325

Other funds holding PKE

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

KMS Financial Services sold out of Park Aerospace (PKE) in Q1 2014, closing a stake of 8,589 shares — an estimated $247K sold.

KMS Financial Services first reported a position in PKE in Q2 2013 and held it in 3 quarters. The position peaked at $247K in Q4 2013. 102 funds tracked by Wall St. Rank hold PKE as of Q1 2014.

  • KMS Financial Services reported no remaining Park Aerospace position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 8,589 Park Aerospace shares in Q1 2014, an estimated $247K.
  • KMS Financial Services first reported a position in Park Aerospace in Q2 2013 and held it in 3 quarters.
  • KMS Financial Services's Park Aerospace position peaked at $247K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held Park Aerospace as of Q1 2014.

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