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MSI Financial Services’s Boeing BA Stock Holding History

MSI Financial Services’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$7.5M Sell
48,181
-153
-0.3% -$22.3K 0.24% 96
2016
Q3 		$6.37M Buy
48,334
+953
+2% +$126K 0.22% 108
2016
Q2 		$6.15M Buy
47,381
+3,207
+7% +$418K 0.22% 109
2016
Q1 		$5.61M Buy
44,174
+796
+2% +$98.8K 0.24% 101
2015
Q4 		$6.27M Buy
43,378
+20,262
+88% +$2.92M 0.28% 86
2015
Q3 		$3.03M Buy
23,116
+4,329
+23% +$600K 0.24% 89
2015
Q2 		$2.61M Buy
18,787
+977
+5% +$142K 0.19% 124
2015
Q1 		$2.67M Buy
17,810
+2,539
+17% +$370K 0.19% 120
2014
Q4 		$1.99M Buy
15,271
+1,436
+10% +$182K 0.22% 123
2014
Q3 		$1.76M Buy
13,835
+3,874
+39% +$488K 0.21% 118
2014
Q2 		$1.27M Buy
9,961
+458
+5% +$59.8K 0.17% 152
2014
Q1 		$1.19M Buy
9,503
+1,679
+21% +$219K 0.17% 153
2013
Q4 		$1.07M Buy
7,824
+536
+7% +$69.7K 0.16% 154
2013
Q3 		$856K Sell
7,288
-3,692
-34% -$398K 0.15% 177
2013
Q2 		$1.13M Buy
+10,980
New +$1.04M 0.23% 106

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

MSI Financial Services reduced its Boeing (BA) stake by 0.32% in Q4 2016, selling an estimated $22.3K and leaving 48,181 shares worth $7.5M. The position accounts for 0.24% of the portfolio, ranked #96.

MSI Financial Services first reported a position in BA in Q2 2013 and has held it in 15 quarters since. 1,431 funds tracked by Wall St. Rank hold BA as of Q4 2016.

  • MSI Financial Services held 48,181 shares of Boeing worth $7.5M as of Q4 2016.
  • MSI Financial Services sold 153 Boeing shares in Q4 2016, an estimated $22.3K.
  • Boeing made up 0.24% of MSI Financial Services's portfolio in Q4 2016, its #96 holding.
  • MSI Financial Services first reported a position in Boeing in Q2 2013 and has held it in 15 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Boeing as of Q4 2016.

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