KFS
VMRK

KMS Financial Services’s Vivmark Residential VMRK Stock Holding History

KMS Financial Services’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$204K Hold
3,318
– – 0.03% 484
2014
Q2 		$209K Buy
+3,318
New +$201K 0.03% 486

Other funds holding VMRK

Vanguard Group
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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

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

KMS Financial Services held its Vivmark Residential (VMRK) position steady in Q3 2014 at 3,318 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #484.

KMS Financial Services first reported a position in VMRK in Q2 2014 and has held it in 2 quarters since. The position peaked at $209K in Q2 2014. 453 funds tracked by Wall St. Rank hold VMRK as of Q3 2014.

  • KMS Financial Services held 3,318 shares of Vivmark Residential worth $204K as of Q3 2014.
  • KMS Financial Services left its Vivmark Residential share count unchanged in Q3 2014.
  • Vivmark Residential made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #484 holding.
  • KMS Financial Services first reported a position in Vivmark Residential in Q2 2014 and has held it in 2 quarters since.
  • KMS Financial Services's Vivmark Residential position peaked at $209K in Q2 2014.
  • 453 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2014.

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