KMS Financial Services’s VMware, Inc VMW Stock Holding History

KMS Financial Services’s Portfolio VMW Stock Details VMW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-8,441	Closed	-$757K	–	565
2013 Q4	$757K	Buy	+8,441	New	+$697K	0.13%	181

Other funds holding VMW

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KMS Financial Services's VMW Position: Q1 2014 in Review

KMS Financial Services sold out of VMware, Inc (VMW) in Q1 2014, closing a stake of 8,441 shares — an estimated $757K sold.

KMS Financial Services first reported a position in VMW in Q4 2013 and held it in 1 quarter. The position peaked at $757K in Q4 2013. 397 funds tracked by Wall St. Rank hold VMW as of Q1 2014.

KMS Financial Services reported no remaining VMware, Inc position as of Q1 2014 after selling out during the quarter.
KMS Financial Services sold 8,441 VMware, Inc shares in Q1 2014, an estimated $757K.
KMS Financial Services first reported a position in VMware, Inc in Q4 2013 and held it in 1 quarter.
KMS Financial Services's VMware, Inc position peaked at $757K in Q4 2013.
397 funds tracked by Wall St. Rank held VMware, Inc as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.