KFS
REE

KMS Financial Services’s RARE ELEMENT RES LTD REE Stock Holding History

KMS Financial Services’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-10,030
Closed -$15K – 591
2014
Q1 		$15K Buy
+10,030
New +$16.2K ﹤0.01% 530

Other funds holding REE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

KMS Financial Services's REE Position: Q2 2014 in Review

KMS Financial Services sold out of RARE ELEMENT RES LTD (REE) in Q2 2014, closing a stake of 10,030 shares — an estimated $15K sold.

KMS Financial Services first reported a position in REE in Q1 2014 and held it in 1 quarter. The position peaked at $15K in Q1 2014. 39 funds tracked by Wall St. Rank hold REE as of Q2 2014.

  • KMS Financial Services reported no remaining RARE ELEMENT RES LTD position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 10,030 RARE ELEMENT RES LTD shares in Q2 2014, an estimated $15K.
  • KMS Financial Services first reported a position in RARE ELEMENT RES LTD in Q1 2014 and held it in 1 quarter.
  • KMS Financial Services's RARE ELEMENT RES LTD position peaked at $15K in Q1 2014.
  • 39 funds tracked by Wall St. Rank held RARE ELEMENT RES LTD as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.