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MSI Financial Services’s Chicago Rivet & Machine Co CVR Stock Holding History

MSI Financial Services’s Portfolio CVR Stock Details CVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$23K Buy
+546
New +$18.2K ﹤0.01% 2308
2013
Q3 		– Sell
-1,100
Closed -$30K – 2155
2013
Q2 		$30K Buy
+1,100
New +$28.1K 0.01% 1081

Other funds holding CVR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MSI Financial Services opened a new position in Chicago Rivet & Machine Co (CVR) in Q4 2016: 546 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #2308 among its holdings. This is a return to the name: MSI Financial Services previously reported a position in CVR as recently as Q2 2013.

MSI Financial Services first reported a position in CVR in Q2 2013 and has held it in 2 quarters since. The position peaked at $30K in Q2 2013. 20 funds tracked by Wall St. Rank hold CVR as of Q4 2016.

  • MSI Financial Services held 546 shares of Chicago Rivet & Machine Co worth $23K as of Q4 2016.
  • Chicago Rivet & Machine Co was a new MSI Financial Services position in Q4 2016.
  • Chicago Rivet & Machine Co made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2308 holding.
  • MSI Financial Services first reported a position in Chicago Rivet & Machine Co in Q2 2013 and has held it in 2 quarters since.
  • MSI Financial Services's Chicago Rivet & Machine Co position peaked at $30K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held Chicago Rivet & Machine Co as of Q4 2016.

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