KFS
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KMS Financial Services’s Vanguard FTSE Europe ETF VGK Stock Holding History

KMS Financial Services’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$249K Buy
4,511
+654
+17% +$37.8K 0.03% 425
2014
Q2 		$231K Buy
+3,857
New +$232K 0.03% 458

Other funds holding VGK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

KMS Financial Services increased its Vanguard FTSE Europe ETF (VGK) stake by 17% in Q3 2014, buying an estimated $37.8K and bringing the position to 4,511 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #425.

KMS Financial Services first reported a position in VGK in Q2 2014 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold VGK as of Q3 2014.

  • KMS Financial Services held 4,511 shares of Vanguard FTSE Europe ETF worth $249K as of Q3 2014.
  • KMS Financial Services bought 654 Vanguard FTSE Europe ETF shares in Q3 2014, an estimated $37.8K.
  • Vanguard FTSE Europe ETF made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #425 holding.
  • KMS Financial Services first reported a position in Vanguard FTSE Europe ETF in Q2 2014 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2014.

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