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KMS Financial Services’s Rockwell Medical RMTI Stock Holding History

KMS Financial Services’s Portfolio RMTI Stock Details RMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-465
Closed -$534K – 559
2013
Q4 		$534K Buy
465
+272
+141% +$375K 0.09% 249
2013
Q3 		$242K Buy
+193
New +$131K 0.06% 348

Other funds holding RMTI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

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

KMS Financial Services sold out of Rockwell Medical (RMTI) in Q1 2014, closing a stake of 465 shares — an estimated $534K sold.

KMS Financial Services first reported a position in RMTI in Q3 2013 and held it in 2 quarters. The position peaked at $534K in Q4 2013. 88 funds tracked by Wall St. Rank hold RMTI as of Q1 2014.

  • KMS Financial Services reported no remaining Rockwell Medical position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 465 Rockwell Medical shares in Q1 2014, an estimated $534K.
  • KMS Financial Services first reported a position in Rockwell Medical in Q3 2013 and held it in 2 quarters.
  • KMS Financial Services's Rockwell Medical position peaked at $534K in Q4 2013.
  • 88 funds tracked by Wall St. Rank held Rockwell Medical as of Q1 2014.

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