Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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MFS
MSI Financial Services’s
iShares Core 60/40 Balanced Allocation ETF
AOR
Stock Holding History
MSI Financial Services’s Portfolio
AOR Stock Details
AOR Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q4
$171K
Sell
2016
Q3
$279K
Buy
2016
Q2
$269K
Hold
2016
Q1
$265K
Sell
2015
Q4
$306K
Sell
2015
Q3
$421K
Buy
2015
Q2
$374K
Buy
2015
Q1
$32K
Buy
2014
Q4
$7K
Sell
2014
Q3
$102K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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