KFS
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KMS Financial Services’s Trimble TRMB Stock Holding History

KMS Financial Services’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,350
Closed -$208K – 578
2014
Q1 		$208K Buy
+5,350
New +$193K 0.03% 470

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

KMS Financial Services sold out of Trimble (TRMB) in Q2 2014, closing a stake of 5,350 shares — an estimated $208K sold.

KMS Financial Services first reported a position in TRMB in Q1 2014 and held it in 1 quarter. The position peaked at $208K in Q1 2014. 354 funds tracked by Wall St. Rank hold TRMB as of Q2 2014.

  • KMS Financial Services reported no remaining Trimble position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 5,350 Trimble shares in Q2 2014, an estimated $208K.
  • KMS Financial Services first reported a position in Trimble in Q1 2014 and held it in 1 quarter.
  • KMS Financial Services's Trimble position peaked at $208K in Q1 2014.
  • 354 funds tracked by Wall St. Rank held Trimble as of Q2 2014.

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