Number of Shares
1.05 Mil
Current Holdings Value*
$26.46 Mil
% of Portfolio
3.88%
Total Estimate Gain
$202.49 Mil
% of Total Estimate Gain
897.47%

KMS FINANCIAL SERVICES, INC's Apple Inc Holding Summary

As of 2014-09-30, KMS FINANCIAL SERVICES, INC held 1.05 Mil shares of Apple Inc(AAPL), totaling $26.46 Mil. This investment constitutes 3.88% of their stock portfolio, and KMS FINANCIAL SERVICES, INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q2. And since then KMS FINANCIAL SERVICES, INC has made 2 purchases of AAPL, at an average price of $21.47, for a total of 1.05 Mil shares. Based on historical transaction data and AAPL's current price of $214.15, KMS FINANCIAL SERVICES, INC's estimated gain on his AAPL holdings is $202.49 Mil, reflecting a 897.47% gain to date.

KMS FINANCIAL SERVICES, INC AAPL ($214.15) Holding Chart

KMS FINANCIAL SERVICES, INC AAPL ($214.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1