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KMS Financial Services’s Sanofi SNY Stock Holding History

KMS Financial Services’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$313K Buy
5,537
+1,209
+28% +$64.9K 0.04% 365
2014
Q2 		$230K Buy
+4,328
New +$230K 0.03% 459

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

KMS Financial Services increased its Sanofi (SNY) stake by 28% in Q3 2014, buying an estimated $64.9K and bringing the position to 5,537 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #365.

KMS Financial Services first reported a position in SNY in Q2 2014 and has held it in 2 quarters since. 502 funds tracked by Wall St. Rank hold SNY as of Q3 2014.

  • KMS Financial Services held 5,537 shares of Sanofi worth $313K as of Q3 2014.
  • KMS Financial Services bought 1,209 Sanofi shares in Q3 2014, an estimated $64.9K.
  • Sanofi made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #365 holding.
  • KMS Financial Services first reported a position in Sanofi in Q2 2014 and has held it in 2 quarters since.
  • 502 funds tracked by Wall St. Rank held Sanofi as of Q3 2014.

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