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KMS Financial Services’s Simpson Manufacturing SSD Stock Holding History

KMS Financial Services’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$506K Hold
17,352
– – 0.07% 260
2014
Q2 		$631K Buy
17,352
+1,250
+8% +$42.5K 0.09% 229
2014
Q1 		$569K Hold
16,102
– – 0.09% 233
2013
Q4 		$591K Hold
16,102
– – 0.1% 231
2013
Q3 		$524K Hold
16,102
– – 0.13% 190
2013
Q2 		$474K Buy
+16,102
New +$472K 0.13% 191

Other funds holding SSD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

KMS Financial Services held its Simpson Manufacturing (SSD) position steady in Q3 2014 at 17,352 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #260.

KMS Financial Services first reported a position in SSD in Q2 2013 and has held it in 6 quarters since. The position peaked at $631K in Q2 2014. 152 funds tracked by Wall St. Rank hold SSD as of Q3 2014.

  • KMS Financial Services held 17,352 shares of Simpson Manufacturing worth $506K as of Q3 2014.
  • KMS Financial Services left its Simpson Manufacturing share count unchanged in Q3 2014.
  • Simpson Manufacturing made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #260 holding.
  • KMS Financial Services first reported a position in Simpson Manufacturing in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Simpson Manufacturing position peaked at $631K in Q2 2014.
  • 152 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2014.

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