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MSI Financial Services’s Haverty Furniture Companies HVT Stock Holding History

MSI Financial Services’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-250
Closed -$5K – 3899
2016
Q3 		$5K Buy
+250
New +$4.89K ﹤0.01% 3134

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Renaissance Technologies
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NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

MSI Financial Services sold out of Haverty Furniture Companies (HVT) in Q4 2016, closing a stake of 250 shares — an estimated $5K sold.

MSI Financial Services first reported a position in HVT in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 130 funds tracked by Wall St. Rank hold HVT as of Q4 2016.

  • MSI Financial Services reported no remaining Haverty Furniture Companies position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 250 Haverty Furniture Companies shares in Q4 2016, an estimated $5K.
  • MSI Financial Services first reported a position in Haverty Furniture Companies in Q3 2016 and held it in 1 quarter.
  • MSI Financial Services's Haverty Furniture Companies position peaked at $5K in Q3 2016.
  • 130 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2016.

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