KFS
QRM

KMS Financial Services’s QUEST RARE MINERALS LTD COM SHS CANADA QRM Stock Holding History

KMS Financial Services’s Portfolio QRM Stock Details QRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2K Hold
12,560
– – ﹤0.01% 541
2014
Q2 		$4K Hold
12,560
– – ﹤0.01% 545
2014
Q1 		$6K Hold
12,560
– – ﹤0.01% 532
2013
Q4 		$6K Hold
12,560
– – ﹤0.01% 527
2013
Q3 		$11K Hold
12,560
– – ﹤0.01% 448
2013
Q2 		$6K Buy
+12,560
New +$6.49K ﹤0.01% 393

Other funds holding QRM

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
LOCB
Lombard Odier & Cie (Bahamas) Nassau, Bahamas $263M AUM 3.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

KMS Financial Services held its QUEST RARE MINERALS LTD COM SHS CANADA (QRM) position steady in Q3 2014 at 12,560 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

KMS Financial Services first reported a position in QRM in Q2 2013 and has held it in 6 quarters since. The position peaked at $11K in Q3 2013. 19 funds tracked by Wall St. Rank hold QRM as of Q3 2014.

  • KMS Financial Services held 12,560 shares of QUEST RARE MINERALS LTD COM SHS CANADA worth $2K as of Q3 2014.
  • KMS Financial Services left its QUEST RARE MINERALS LTD COM SHS CANADA share count unchanged in Q3 2014.
  • QUEST RARE MINERALS LTD COM SHS CANADA made up ﹤0.01% of KMS Financial Services's portfolio in Q3 2014, its #541 holding.
  • KMS Financial Services first reported a position in QUEST RARE MINERALS LTD COM SHS CANADA in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's QUEST RARE MINERALS LTD COM SHS CANADA position peaked at $11K in Q3 2013.
  • 19 funds tracked by Wall St. Rank held QUEST RARE MINERALS LTD COM SHS CANADA as of Q3 2014.

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