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KMS Financial Services’s Under Armour UAA Stock Holding History

KMS Financial Services’s Portfolio UAA Stock Details UAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$673K Buy
19,624
+4,471
+30% +$148K 0.09% 203
2014
Q2 		$448K Buy
15,153
+6,375
+73% +$166K 0.06% 298
2014
Q1 		$250K Buy
+8,778
New +$228K 0.04% 426

Other funds holding UAA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

KMS Financial Services increased its Under Armour (UAA) stake by 30% in Q3 2014, buying an estimated $148K and bringing the position to 19,624 shares worth $673K. The position accounts for 0.09% of the portfolio, ranked #203.

KMS Financial Services first reported a position in UAA in Q1 2014 and has held it in 3 quarters since. 456 funds tracked by Wall St. Rank hold UAA as of Q3 2014.

  • KMS Financial Services held 19,624 shares of Under Armour worth $673K as of Q3 2014.
  • KMS Financial Services bought 4,471 Under Armour shares in Q3 2014, an estimated $148K.
  • Under Armour made up 0.09% of KMS Financial Services's portfolio in Q3 2014, its #203 holding.
  • KMS Financial Services first reported a position in Under Armour in Q1 2014 and has held it in 3 quarters since.
  • 456 funds tracked by Wall St. Rank held Under Armour as of Q3 2014.

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