KFS
SAND

KMS Financial Services’s Sandstorm Gold SAND Stock Holding History

KMS Financial Services’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-13,750
Closed -$75K – 547
2013
Q3 		$75K Hold
13,750
– – 0.02% 434
2013
Q2 		$80K Buy
+13,750
New +$103K 0.02% 380

Other funds holding SAND

SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return

KMS Financial Services's SAND Position: Q4 2013 in Review

KMS Financial Services sold out of Sandstorm Gold (SAND) in Q4 2013, closing a stake of 13,750 shares — an estimated $75K sold.

KMS Financial Services first reported a position in SAND in Q2 2013 and held it in 2 quarters. The position peaked at $80K in Q2 2013. 69 funds tracked by Wall St. Rank hold SAND as of Q4 2013.

  • KMS Financial Services reported no remaining Sandstorm Gold position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 13,750 Sandstorm Gold shares in Q4 2013, an estimated $75K.
  • KMS Financial Services first reported a position in Sandstorm Gold in Q2 2013 and held it in 2 quarters.
  • KMS Financial Services's Sandstorm Gold position peaked at $80K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Sandstorm Gold as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.