Elm Advisors’s Motorola Solutions MSI Stock Holding History

Elm Advisors’s Portfolio MSI Stock Details MSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-313	Closed	-$41K	–	198
2018 Q3	$41K	Buy	+313	New	+$38.7K	0.03%	178

Other funds holding MSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Elm Advisors's MSI Position: Q4 2018 in Review

Elm Advisors sold out of Motorola Solutions (MSI) in Q4 2018, closing a stake of 313 shares — an estimated $41K sold.

Elm Advisors first reported a position in MSI in Q3 2018 and held it in 1 quarter. The position peaked at $41K in Q3 2018. 672 funds tracked by Wall St. Rank hold MSI as of Q4 2018.

Elm Advisors reported no remaining Motorola Solutions position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 313 Motorola Solutions shares in Q4 2018, an estimated $41K.
Elm Advisors first reported a position in Motorola Solutions in Q3 2018 and held it in 1 quarter.
Elm Advisors's Motorola Solutions position peaked at $41K in Q3 2018.
672 funds tracked by Wall St. Rank held Motorola Solutions as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.