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MSI Financial Services’s Exponent EXPO Stock Holding History

MSI Financial Services’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$22K Buy
744
+128
+21% +$3.71K ﹤0.01% 2334
2016
Q3 		$16K Hold
616
– – ﹤0.01% 2510
2016
Q2 		$18K Buy
616
+44
+8% +$1.14K ﹤0.01% 2401
2016
Q1 		$15K Buy
572
+252
+79% +$6.08K ﹤0.01% 2484
2015
Q4 		$8K Buy
+320
New +$8.12K ﹤0.01% 2822

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

MSI Financial Services increased its Exponent (EXPO) stake by 21% in Q4 2016, buying an estimated $3.71K and bringing the position to 744 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

MSI Financial Services first reported a position in EXPO in Q4 2015 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold EXPO as of Q4 2016.

  • MSI Financial Services held 744 shares of Exponent worth $22K as of Q4 2016.
  • MSI Financial Services bought 128 Exponent shares in Q4 2016, an estimated $3.71K.
  • Exponent made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2334 holding.
  • MSI Financial Services first reported a position in Exponent in Q4 2015 and has held it in 5 quarters since.
  • 178 funds tracked by Wall St. Rank held Exponent as of Q4 2016.

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