KFS
PT

KMS Financial Services’s PORTUGAL TELECOM SGPS, S.A. PT Stock Holding History

KMS Financial Services’s Portfolio PT Stock Details PT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$23K Buy
+11,220
New +$25.4K ﹤0.01% 538

Other funds holding PT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

KMS Financial Services opened a new position in PORTUGAL TELECOM SGPS, S.A. (PT) in Q3 2014: 11,220 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings.

65 funds tracked by Wall St. Rank hold PT as of Q3 2014.

  • KMS Financial Services held 11,220 shares of PORTUGAL TELECOM SGPS, S.A. worth $23K as of Q3 2014.
  • PORTUGAL TELECOM SGPS, S.A. was a new KMS Financial Services position in Q3 2014.
  • PORTUGAL TELECOM SGPS, S.A. made up ﹤0.01% of KMS Financial Services's portfolio in Q3 2014, its #538 holding.
  • 65 funds tracked by Wall St. Rank held PORTUGAL TELECOM SGPS, S.A. as of Q3 2014.

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