MFS
AF

MSI Financial Services’s Astoria Financial Corporation AF Stock Holding History

MSI Financial Services’s Portfolio AF Stock Details AF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$7K – 3218
2014
Q4 		$7K Sell
500
-280
-36% -$3.62K ﹤0.01% 2036
2014
Q3 		$10K Hold
780
– – ﹤0.01% 1841
2014
Q2 		$10K Hold
780
– – ﹤0.01% 1826
2014
Q1 		$11K Sell
780
-300
-28% -$4.1K ﹤0.01% 1713
2013
Q4 		$15K Hold
1,080
– – ﹤0.01% 1528
2013
Q3 		$13K Hold
1,080
– – ﹤0.01% 1366
2013
Q2 		$12K Buy
+1,080
New +$10.7K ﹤0.01% 1487

Other funds holding AF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MSI Financial Services's AF Position: Q1 2015 in Review

MSI Financial Services sold out of Astoria Financial Corporation (AF) in Q1 2015, closing a stake of 500 shares — an estimated $7K sold.

MSI Financial Services first reported a position in AF in Q2 2013 and held it in 7 quarters. The position peaked at $15K in Q4 2013. 158 funds tracked by Wall St. Rank hold AF as of Q1 2015.

  • MSI Financial Services reported no remaining Astoria Financial Corporation position as of Q1 2015 after selling out during the quarter.
  • MSI Financial Services sold 500 Astoria Financial Corporation shares in Q1 2015, an estimated $7K.
  • MSI Financial Services first reported a position in Astoria Financial Corporation in Q2 2013 and held it in 7 quarters.
  • MSI Financial Services's Astoria Financial Corporation position peaked at $15K in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q1 2015.

Based on MSI Financial Services's 13F filing for Q1 2015, filed 17 Apr 2015.