MSI Financial Services’s AutoNation AN Stock Holding History

MSI Financial Services’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$7K	Sell	140 -71	-34%	-$3.29K	﹤0.01%	2966
2016 Q3	$10K	Buy	211 +71	+51%	+$3.49K	﹤0.01%	2771
2016 Q2	$7K	Sell	140 -600	-81%	-$28.8K	﹤0.01%	2942
2016 Q1	$35K	Buy	740 +600	+429%	+$29.1K	﹤0.01%	1964
2015 Q4	$8K	Hold	140	–	–	﹤0.01%	2813
2015 Q3	$8K	Hold	140	–	–	﹤0.01%	2163
2015 Q2	$9K	Sell	140 -300	-68%	-$19.1K	﹤0.01%	2166
2015 Q1	$28K	Buy	440 +75	+21%	+$4.6K	﹤0.01%	1630
2014 Q4	$22K	Buy	365 +20	+6%	+$1.12K	﹤0.01%	1472
2014 Q3	$17K	Buy	345 +45	+15%	+$2.46K	﹤0.01%	1558
2014 Q2	$18K	Hold	300	–	–	﹤0.01%	1533
2014 Q1	$16K	Hold	300	–	–	﹤0.01%	1517
2013 Q4	$15K	Buy	+300	New	+$14.9K	﹤0.01%	1505

Other funds holding AN

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RBS Partners Bay Harbor Islands, Florida $155M AUM 153.45% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

CIC

Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MSI Financial Services's AN Position: Q4 2016 in Review

MSI Financial Services reduced its AutoNation (AN) stake by 34% in Q4 2016, selling an estimated $3.29K and leaving 140 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

MSI Financial Services first reported a position in AN in Q4 2013 and has held it in 13 quarters since. The position peaked at $35K in Q1 2016. 308 funds tracked by Wall St. Rank hold AN as of Q4 2016.

MSI Financial Services held 140 shares of AutoNation worth $7K as of Q4 2016.
MSI Financial Services sold 71 AutoNation shares in Q4 2016, an estimated $3.29K.
AutoNation made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2966 holding.
MSI Financial Services first reported a position in AutoNation in Q4 2013 and has held it in 13 quarters since.
MSI Financial Services's AutoNation position peaked at $35K in Q1 2016.
308 funds tracked by Wall St. Rank held AutoNation as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.