Messner & Smith Theme Value Investment Management’s Luxoft Holding, Inc. LXFT Stock Holding History

Messner & Smith Theme Value Investment Management’s Portfolio LXFT Stock Details LXFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$1.47M	Sell	35,982 -23	-0.1%	-$1.14K	2.44%	17
2017 Q4	$2M	Sell	36,005 -3,579	-9%	-$179K	3.2%	6
2017 Q3	$1.89M	Buy	39,584 +15,464	+64%	+$840K	2.95%	9
2017 Q2	$1.47M	Sell	24,120 -80	-0.3%	-$5.02K	2.56%	12
2017 Q1	$1.51M	Sell	24,200 -116	-0.5%	-$6.83K	2.45%	18
2016 Q4	$1.37M	Buy	24,316 +51	+0.2%	+$2.72K	2.23%	17
2016 Q3	$1.28M	Buy	+24,265	New	+$1.29M	2.06%	17

Other funds holding LXFT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Messner & Smith Theme Value Investment Management's LXFT Position: Q1 2018 in Review

Messner & Smith Theme Value Investment Management reduced its Luxoft Holding, Inc. (LXFT) stake by 0.06% in Q1 2018, selling an estimated $1.14K and leaving 35,982 shares worth $1.47M. The position accounts for 2.44% of the portfolio, ranked #17.

Messner & Smith Theme Value Investment Management first reported a position in LXFT in Q3 2016 and has held it in 7 quarters since. The position peaked at $2M in Q4 2017. 97 funds tracked by Wall St. Rank hold LXFT as of Q1 2018.

Messner & Smith Theme Value Investment Management held 35,982 shares of Luxoft Holding, Inc. worth $1.47M as of Q1 2018.
Messner & Smith Theme Value Investment Management sold 23 Luxoft Holding, Inc. shares in Q1 2018, an estimated $1.14K.
Luxoft Holding, Inc. made up 2.44% of Messner & Smith Theme Value Investment Management's portfolio in Q1 2018, its #17 holding.
Messner & Smith Theme Value Investment Management first reported a position in Luxoft Holding, Inc. in Q3 2016 and has held it in 7 quarters since.
Messner & Smith Theme Value Investment Management's Luxoft Holding, Inc. position peaked at $2M in Q4 2017.
97 funds tracked by Wall St. Rank held Luxoft Holding, Inc. as of Q1 2018.

Based on Messner & Smith Theme Value Investment Management's 13F filing for Q1 2018, filed 9 May 2018.