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KMS Financial Services’s Vodafone VOD Stock Holding History

KMS Financial Services’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$775K Sell
23,563
-1,309
-5% -$43.7K 0.11% 185
2014
Q2 		$831K Buy
24,872
+470
+2% +$16.6K 0.12% 181
2014
Q1 		$899K Sell
24,402
-27,361
-53% -$1.05M 0.14% 165
2013
Q4 		$2.07M Buy
51,763
+1,319
+3% +$49.6K 0.35% 63
2013
Q3 		$1.81M Sell
50,444
-3,223
-6% -$102K 0.44% 47
2013
Q2 		$1.57M Buy
+53,667
New +$1.6M 0.44% 49

Other funds holding VOD

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

KMS Financial Services reduced its Vodafone (VOD) stake by 5.3% in Q3 2014, selling an estimated $43.7K and leaving 23,563 shares worth $775K. The position accounts for 0.11% of the portfolio, ranked #185.

KMS Financial Services first reported a position in VOD in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.07M in Q4 2013. 656 funds tracked by Wall St. Rank hold VOD as of Q3 2014.

  • KMS Financial Services held 23,563 shares of Vodafone worth $775K as of Q3 2014.
  • KMS Financial Services sold 1,309 Vodafone shares in Q3 2014, an estimated $43.7K.
  • Vodafone made up 0.11% of KMS Financial Services's portfolio in Q3 2014, its #185 holding.
  • KMS Financial Services first reported a position in Vodafone in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Vodafone position peaked at $2.07M in Q4 2013.
  • 656 funds tracked by Wall St. Rank held Vodafone as of Q3 2014.

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