Number of Shares
51,214.13
Current Holdings Value*
$10.50 Mil
% of Portfolio
1.54%
Total Estimate Gain
$3.04 Mil
% of Total Estimate Gain
29.09%

KMS FINANCIAL SERVICES, INC's GE Aerospace Holding Summary

As of 2014-09-30, KMS FINANCIAL SERVICES, INC held 51,214.13 shares of GE Aerospace(GE), totaling $10.50 Mil. This investment constitutes 1.54% of their stock portfolio, and KMS FINANCIAL SERVICES, INC now holds 0.04% of the outstanding GE Aerospace(GE) stock.

The initial trade took place in 2014Q2. And since then KMS FINANCIAL SERVICES, INC has made 2 purchases of GE, at an average price of $203.87, for a total of 51,214.13 shares. Based on historical transaction data and GE's current price of $263.18, KMS FINANCIAL SERVICES, INC's estimated gain on his GE holdings is $3.04 Mil, reflecting a 29.09% gain to date.

KMS FINANCIAL SERVICES, INC GE ($263.18) Holding Chart

KMS FINANCIAL SERVICES, INC GE ($263.18) 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 %

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