KMS FINANCIAL SERVICES, INC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 632,380
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 8/8/2014 | 532 | 632,380 | 13F-HR/A - RESTATEMENT | KMS FINANCIAL SERVICES, INC |
| Q1 2014 | 5/9/2014 | 932 | 2,020,675 | 13F-HR | KMS FINANCIAL SERVICES, INC |
| Q4 2013 | 2/10/2014 | 527 | 592,383 | 13F-HR | KMS FINANCIAL SERVICES, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 419.4 K | 66.4% | 25.9 K | 0 | 25.9 K |
| ETFs | 196.6 K | 31.1% | 11.19 K | 0 | 11.19 K |
| Debt | 15.36 K | 2.4% | 2.814 K | 0 | 2.814 K |
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Fund Snapshot
Q1 2014
Latest filed
8/8/2014
Total value ($000)
632,380
Holdings
532
QoQ value change ($000)
39,997
(6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.