KFS
TEU

KMS Financial Services’s BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) TEU Stock Holding History

KMS Financial Services’s Portfolio TEU Stock Details TEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$74K Buy
61,500
+7,000
+13% +$9.76K 0.01% 526
2014
Q2 		$82K Buy
54,500
+38,500
+241% +$64.4K 0.01% 533
2014
Q1 		$39K Buy
+16,000
New +$44.3K 0.01% 527

Other funds holding TEU

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GMCM
Gruber & McBaine Capital Management San Francisco, California $369M AUM 12.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

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

KMS Financial Services increased its BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) (TEU) stake by 13% in Q3 2014, buying an estimated $9.76K and bringing the position to 61,500 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #526.

KMS Financial Services first reported a position in TEU in Q1 2014 and has held it in 3 quarters since. The position peaked at $82K in Q2 2014. 24 funds tracked by Wall St. Rank hold TEU as of Q3 2014.

  • KMS Financial Services held 61,500 shares of BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) worth $74K as of Q3 2014.
  • KMS Financial Services bought 7,000 BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) shares in Q3 2014, an estimated $9.76K.
  • BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) made up 0.01% of KMS Financial Services's portfolio in Q3 2014, its #526 holding.
  • KMS Financial Services first reported a position in BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) position peaked at $82K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) as of Q3 2014.

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