KFS
SPE

KMS Financial Services’s Special Opportunities Fund SPE Stock Holding History

KMS Financial Services’s Portfolio SPE Stock Details SPE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
2014
Q1 		$266K Buy
2013
Q4 		$271K Hold
2013
Q3 		$273K Hold
2013
Q2 		$263K Buy