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KMS Financial Services’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

KMS Financial Services’s Portfolio XHB Stock Details XHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,349
Closed -$503K – 570
2014
Q2 		$503K Sell
15,349
-10,228
-40% -$324K 0.07% 268
2014
Q1 		$833K Buy
25,577
+1,528
+6% +$49.6K 0.13% 176
2013
Q4 		$801K Sell
24,049
-7,168
-23% -$222K 0.14% 173
2013
Q3 		$955K Buy
31,217
+3,107
+11% +$92.9K 0.23% 108
2013
Q2 		$827K Buy
+28,110
New +$852K 0.23% 109

Other funds holding XHB

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

KMS Financial Services sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2014, closing a stake of 15,349 shares — an estimated $503K sold.

KMS Financial Services first reported a position in XHB in Q2 2013 and held it in 5 quarters. The position peaked at $955K in Q3 2013. 106 funds tracked by Wall St. Rank hold XHB as of Q3 2014.

  • KMS Financial Services reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 15,349 State Street SPDR S&P Homebuilders ETF shares in Q3 2014, an estimated $503K.
  • KMS Financial Services first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 5 quarters.
  • KMS Financial Services's State Street SPDR S&P Homebuilders ETF position peaked at $955K in Q3 2013.
  • 106 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2014.

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