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KMS Financial Services’s ProShares UltraShort S&P500 SDS Stock Holding History

KMS Financial Services’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$988K Buy
+401
New +$995K 0.14% 162

Other funds holding SDS

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
FI
FCM Investments Dallas, Texas $70.1M AUM 26.28% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
ZA
Zweig Advisers Hartford, Connecticut $586M AUM 1.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

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

KMS Financial Services opened a new position in ProShares UltraShort S&P500 (SDS) in Q3 2014: 401 shares worth $988K. The stake represents 0.14% of the portfolio and ranks #162 among its holdings.

88 funds tracked by Wall St. Rank hold SDS as of Q3 2014.

  • KMS Financial Services held 401 shares of ProShares UltraShort S&P500 worth $988K as of Q3 2014.
  • ProShares UltraShort S&P500 was a new KMS Financial Services position in Q3 2014.
  • ProShares UltraShort S&P500 made up 0.14% of KMS Financial Services's portfolio in Q3 2014, its #162 holding.
  • 88 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q3 2014.

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