KFS
YHOO

KMS Financial Services’s Yahoo Inc YHOO Stock Holding History

KMS Financial Services’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$519K Buy
12,768
+1,937
+18% +$72.7K 0.07% 254
2014
Q2 		$380K Buy
10,831
+1,470
+16% +$51.3K 0.05% 332
2014
Q1 		$336K Sell
9,361
-10,261
-52% -$392K 0.05% 349
2013
Q4 		$794K Buy
19,622
+12,092
+161% +$434K 0.13% 174
2013
Q3 		$249K Buy
+7,530
New +$213K 0.06% 341

Other funds holding YHOO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

KMS Financial Services increased its Yahoo Inc (YHOO) stake by 18% in Q3 2014, buying an estimated $72.7K and bringing the position to 12,768 shares worth $519K. The position accounts for 0.07% of the portfolio, ranked #254.

KMS Financial Services first reported a position in YHOO in Q3 2013 and has held it in 5 quarters since. The position peaked at $794K in Q4 2013. 691 funds tracked by Wall St. Rank hold YHOO as of Q3 2014.

  • KMS Financial Services held 12,768 shares of Yahoo Inc worth $519K as of Q3 2014.
  • KMS Financial Services bought 1,937 Yahoo Inc shares in Q3 2014, an estimated $72.7K.
  • Yahoo Inc made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #254 holding.
  • KMS Financial Services first reported a position in Yahoo Inc in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's Yahoo Inc position peaked at $794K in Q4 2013.
  • 691 funds tracked by Wall St. Rank held Yahoo Inc as of Q3 2014.

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