KFS
PNY

KMS Financial Services’s PIEDMONT NATURAL GAS CO INC(NC PNY Stock Holding History

KMS Financial Services’s Portfolio PNY Stock Details PNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$266K Buy
7,941
+1,703
+27% +$61.1K 0.04% 406
2014
Q2 		$233K Hold
6,238
– – 0.03% 456
2014
Q1 		$221K Buy
+6,238
New +$209K 0.03% 457

Other funds holding PNY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

KMS Financial Services increased its PIEDMONT NATURAL GAS CO INC(NC (PNY) stake by 27% in Q3 2014, buying an estimated $61.1K and bringing the position to 7,941 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #406.

KMS Financial Services first reported a position in PNY in Q1 2014 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold PNY as of Q3 2014.

  • KMS Financial Services held 7,941 shares of PIEDMONT NATURAL GAS CO INC(NC worth $266K as of Q3 2014.
  • KMS Financial Services bought 1,703 PIEDMONT NATURAL GAS CO INC(NC shares in Q3 2014, an estimated $61.1K.
  • PIEDMONT NATURAL GAS CO INC(NC made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #406 holding.
  • KMS Financial Services first reported a position in PIEDMONT NATURAL GAS CO INC(NC in Q1 2014 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held PIEDMONT NATURAL GAS CO INC(NC as of Q3 2014.

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