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MSI Financial Services’s Ethan Allen Interiors ETD Stock Holding History

MSI Financial Services’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$27K Buy
726
+223
+44% +$7.46K ﹤0.01% 2214
2016
Q3 		$16K Hold
503
– – ﹤0.01% 2509
2016
Q2 		$17K Hold
503
– – ﹤0.01% 2434
2016
Q1 		$16K Hold
503
– – ﹤0.01% 2440
2015
Q4 		$14K Buy
503
+498
+9,960% +$13.9K ﹤0.01% 2513
2015
Q3 		$0 Hold
5
– – ﹤0.01% 3210
2015
Q2 		$0 Buy
+5
New +$129 ﹤0.01% 3125

Other funds holding ETD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

MSI Financial Services increased its Ethan Allen Interiors (ETD) stake by 44% in Q4 2016, buying an estimated $7.46K and bringing the position to 726 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

MSI Financial Services first reported a position in ETD in Q2 2015 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold ETD as of Q4 2016.

  • MSI Financial Services held 726 shares of Ethan Allen Interiors worth $27K as of Q4 2016.
  • MSI Financial Services bought 223 Ethan Allen Interiors shares in Q4 2016, an estimated $7.46K.
  • Ethan Allen Interiors made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2214 holding.
  • MSI Financial Services first reported a position in Ethan Allen Interiors in Q2 2015 and has held it in 7 quarters since.
  • 191 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2016.

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