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KMS Financial Services’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

KMS Financial Services’s Portfolio WIP Stock Details WIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-3,856
Closed -$222K – 474
2013
Q2 		$222K Buy
+3,856
New +$237K 0.06% 320

Other funds holding WIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SONJCPFB
State of New Jersey Common Pension Fund B Trenton, New Jersey $21.4M AUM 3.38% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

KMS Financial Services's WIP Position: Q3 2013 in Review

KMS Financial Services sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2013, closing a stake of 3,856 shares — an estimated $222K sold.

KMS Financial Services first reported a position in WIP in Q2 2013 and held it in 1 quarter. The position peaked at $222K in Q2 2013. 97 funds tracked by Wall St. Rank hold WIP as of Q3 2013.

  • KMS Financial Services reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2013 after selling out during the quarter.
  • KMS Financial Services sold 3,856 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2013, an estimated $222K.
  • KMS Financial Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 1 quarter.
  • KMS Financial Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $222K in Q2 2013.
  • 97 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2013.

Based on KMS Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.