IPC
MSFG

Independent Portfolio Consultants’s MainSource Financial Group Inc MSFG Stock Holding History

Independent Portfolio Consultants’s Portfolio MSFG Stock Details MSFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$321K Sell
9,591
-1,429
-13% -$47.3K 0.13% 232
2017
Q1 		$363K Buy
+11,020
New +$367K 0.13% 249

Other funds holding MSFG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Portfolio Consultants's MSFG Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its MainSource Financial Group Inc (MSFG) stake by 13% in Q2 2017, selling an estimated $47.3K and leaving 9,591 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #232.

Independent Portfolio Consultants first reported a position in MSFG in Q1 2017 and has held it in 2 quarters since. The position peaked at $363K in Q1 2017. 130 funds tracked by Wall St. Rank hold MSFG as of Q2 2017.

  • Independent Portfolio Consultants held 9,591 shares of MainSource Financial Group Inc worth $321K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,429 MainSource Financial Group Inc shares in Q2 2017, an estimated $47.3K.
  • MainSource Financial Group Inc made up 0.13% of Independent Portfolio Consultants's portfolio in Q2 2017, its #232 holding.
  • Independent Portfolio Consultants first reported a position in MainSource Financial Group Inc in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's MainSource Financial Group Inc position peaked at $363K in Q1 2017.
  • 130 funds tracked by Wall St. Rank held MainSource Financial Group Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.