KFS
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KMS Financial Services’s ProShares Short S&P500 SH Stock Holding History

KMS Financial Services’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,113
Closed -$220K – 570
2014
Q1 		$220K Sell
1,113
-436
-28% -$88.3K 0.03% 458
2013
Q4 		$313K Buy
1,549
+151
+11% +$32K 0.05% 365
2013
Q3 		$314K Buy
+1,398
New +$316K 0.08% 283

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

KMS Financial Services sold out of ProShares Short S&P500 (SH) in Q2 2014, closing a stake of 1,113 shares — an estimated $220K sold.

KMS Financial Services first reported a position in SH in Q3 2013 and held it in 3 quarters. The position peaked at $314K in Q3 2013. 95 funds tracked by Wall St. Rank hold SH as of Q2 2014.

  • KMS Financial Services reported no remaining ProShares Short S&P500 position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 1,113 ProShares Short S&P500 shares in Q2 2014, an estimated $220K.
  • KMS Financial Services first reported a position in ProShares Short S&P500 in Q3 2013 and held it in 3 quarters.
  • KMS Financial Services's ProShares Short S&P500 position peaked at $314K in Q3 2013.
  • 95 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2014.

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