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KMS Financial Services’s ProShares Ultra S&P500 SSO Stock Holding History

KMS Financial Services’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-37,328
Closed -$245K – 574
2014
Q1 		$245K Buy
37,328
+1,472
+4% +$9.29K 0.04% 428
2013
Q4 		$229K Buy
+35,856
New +$210K 0.04% 440

Other funds holding SSO

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

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

KMS Financial Services sold out of ProShares Ultra S&P500 (SSO) in Q2 2014, closing a stake of 37,328 shares — an estimated $245K sold.

KMS Financial Services first reported a position in SSO in Q4 2013 and held it in 2 quarters. The position peaked at $245K in Q1 2014. 100 funds tracked by Wall St. Rank hold SSO as of Q2 2014.

  • KMS Financial Services reported no remaining ProShares Ultra S&P500 position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 37,328 ProShares Ultra S&P500 shares in Q2 2014, an estimated $245K.
  • KMS Financial Services first reported a position in ProShares Ultra S&P500 in Q4 2013 and held it in 2 quarters.
  • KMS Financial Services's ProShares Ultra S&P500 position peaked at $245K in Q1 2014.
  • 100 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2014.

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