KMS Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

KMS Financial Services’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$544K	Buy	12,054 +2,701	+29%	+$121K	0.08%	240
2014 Q2	$417K	Buy	9,353 +2,797	+43%	+$124K	0.06%	313
2014 Q1	$282K	Sell	6,556 -3,701	-36%	-$155K	0.04%	400
2013 Q4	$441K	Buy	10,257 +3,413	+50%	+$144K	0.07%	292
2013 Q3	$272K	Sell	6,844 -2,249	-25%	-$91.6K	0.07%	316
2013 Q2	$363K	Buy	+9,093	New	+$370K	0.1%	238

Other funds holding XLP

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

KMS Financial Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 29% in Q3 2014, buying an estimated $121K and bringing the position to 12,054 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #240.

KMS Financial Services first reported a position in XLP in Q2 2013 and has held it in 6 quarters since. 352 funds tracked by Wall St. Rank hold XLP as of Q3 2014.

KMS Financial Services held 12,054 shares of State Street Consumer Staples Select Sector SPDR ETF worth $544K as of Q3 2014.
KMS Financial Services bought 2,701 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2014, an estimated $121K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of KMS Financial Services's portfolio in Q3 2014, its #240 holding.
KMS Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 6 quarters since.
352 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2014.

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