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KMS Financial Services’s Wynn Resorts WYNN Stock Holding History

KMS Financial Services’s Portfolio WYNN Stock Details WYNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$802K Buy
4,285
+18
+0.4% +$3.56K 0.11% 184
2014
Q2 		$886K Buy
4,267
+2,418
+131% +$501K 0.13% 173
2014
Q1 		$411K Buy
+1,849
New +$407K 0.07% 299

Other funds holding WYNN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

KMS Financial Services increased its Wynn Resorts (WYNN) stake by 0.42% in Q3 2014, buying an estimated $3.56K and bringing the position to 4,285 shares worth $802K. The position accounts for 0.11% of the portfolio, ranked #184.

KMS Financial Services first reported a position in WYNN in Q1 2014 and has held it in 3 quarters since. The position peaked at $886K in Q2 2014. 456 funds tracked by Wall St. Rank hold WYNN as of Q3 2014.

  • KMS Financial Services held 4,285 shares of Wynn Resorts worth $802K as of Q3 2014.
  • KMS Financial Services bought 18 Wynn Resorts shares in Q3 2014, an estimated $3.56K.
  • Wynn Resorts made up 0.11% of KMS Financial Services's portfolio in Q3 2014, its #184 holding.
  • KMS Financial Services first reported a position in Wynn Resorts in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's Wynn Resorts position peaked at $886K in Q2 2014.
  • 456 funds tracked by Wall St. Rank held Wynn Resorts as of Q3 2014.

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