KFS
SPE

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

KMS Financial Services’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-16,390
Closed -$266K – 573
2014
Q1 		$266K Buy
16,390
+852
+5% +$13.8K 0.04% 409
2013
Q4 		$271K Hold
15,538
– – 0.05% 393
2013
Q3 		$273K Hold
15,538
– – 0.07% 313
2013
Q2 		$263K Buy
+15,538
New +$263K 0.07% 291