MSI Financial Services’s Artisan Partners APAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$1K	Sell	25 -17	-40%	-$485	﹤0.01%	3619
2016 Q3	$1K	Hold	42	–	–	﹤0.01%	3645
2016 Q2	$1K	Sell	42 -88	-68%	-$2.77K	﹤0.01%	3663
2016 Q1	$4K	Buy	130 +105	+420%	+$3.07K	﹤0.01%	3231
2015 Q4	$1K	Sell	25 -34	-58%	-$1.25K	﹤0.01%	3579
2015 Q3	$2K	Buy	59 +55	+1,375%	+$2.37K	﹤0.01%	2707
2015 Q2	$0	Hold	4	–	–	﹤0.01%	3070
2015 Q1	$0	Hold	4	–	–	﹤0.01%	3005
2014 Q4	$0	Hold	4	–	–	﹤0.01%	2635
2014 Q3	$0	Sell	4 -12	-75%	-$648	﹤0.01%	2629
2014 Q2	$1K	Buy	16 +12	+300%	+$687	﹤0.01%	2427
2014 Q1	$0	Hold	4	–	–	﹤0.01%	2494
2013 Q4	$0	Buy	+4	New	+$238	﹤0.01%	2474

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BAM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

MSI Financial Services reduced its Artisan Partners (APAM) stake by 40% in Q4 2016, selling an estimated $485 and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3619.

MSI Financial Services first reported a position in APAM in Q4 2013 and has held it in 13 quarters since. The position peaked at $4K in Q1 2016. 174 funds tracked by Wall St. Rank hold APAM as of Q4 2016.

MSI Financial Services held 25 shares of Artisan Partners worth $1K as of Q4 2016.
MSI Financial Services sold 17 Artisan Partners shares in Q4 2016, an estimated $485.
Artisan Partners made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3619 holding.
MSI Financial Services first reported a position in Artisan Partners in Q4 2013 and has held it in 13 quarters since.
MSI Financial Services's Artisan Partners position peaked at $4K in Q1 2016.
174 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2016.

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