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KMS Financial Services’s Weyerhaeuser WY Stock Holding History

KMS Financial Services’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$203K Buy
+6,367
New +$209K 0.03% 487
2014
Q1 		– Sell
-6,567
Closed -$207K – 563
2013
Q4 		$207K Buy
+6,567
New +$196K 0.03% 463

Other funds holding WY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KMS Financial Services opened a new position in Weyerhaeuser (WY) in Q3 2014: 6,367 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #487 among its holdings. This is a return to the name: KMS Financial Services previously reported a position in WY as recently as Q4 2013.

KMS Financial Services first reported a position in WY in Q4 2013 and has held it in 2 quarters since. The position peaked at $207K in Q4 2013. 581 funds tracked by Wall St. Rank hold WY as of Q3 2014.

  • KMS Financial Services held 6,367 shares of Weyerhaeuser worth $203K as of Q3 2014.
  • Weyerhaeuser was a new KMS Financial Services position in Q3 2014.
  • Weyerhaeuser made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #487 holding.
  • KMS Financial Services first reported a position in Weyerhaeuser in Q4 2013 and has held it in 2 quarters since.
  • KMS Financial Services's Weyerhaeuser position peaked at $207K in Q4 2013.
  • 581 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2014.

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