MSI Financial Services’s MarineMax HZO Stock Holding History

MSI Financial Services’s Portfolio HZO Stock Details HZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$83K	Buy	+4,300	New	+$83.1K	﹤0.01%	1562
2015 Q4	–	Sell	-491	Closed	-$7K	–	3901
2015 Q3	$7K	Hold	491	–	–	﹤0.01%	2240
2015 Q2	$12K	Hold	491	–	–	﹤0.01%	2035
2015 Q1	$13K	Sell	491 -285	-37%	-$6.96K	﹤0.01%	2019
2014 Q4	$16K	Buy	776 +501	+182%	+$9.18K	﹤0.01%	1608
2014 Q3	$5K	Hold	275	–	–	﹤0.01%	2107
2014 Q2	$5K	Hold	275	–	–	﹤0.01%	2074
2014 Q1	$4K	Hold	275	–	–	﹤0.01%	2079
2013 Q4	$4K	Hold	275	–	–	﹤0.01%	2040
2013 Q3	$3K	Hold	275	–	–	﹤0.01%	1843
2013 Q2	$3K	Buy	+275	New	+$3.33K	﹤0.01%	1988

Other funds holding HZO

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

MSI Financial Services opened a new position in MarineMax (HZO) in Q4 2016: 4,300 shares worth $83K. The stake represents ﹤0.01% of the portfolio and ranks #1562 among its holdings. This is a return to the name: MSI Financial Services previously reported a position in HZO as recently as Q3 2015.

MSI Financial Services first reported a position in HZO in Q2 2013 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold HZO as of Q4 2016.

MSI Financial Services held 4,300 shares of MarineMax worth $83K as of Q4 2016.
MarineMax was a new MSI Financial Services position in Q4 2016.
MarineMax made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1562 holding.
MSI Financial Services first reported a position in MarineMax in Q2 2013 and has held it in 11 quarters since.
154 funds tracked by Wall St. Rank held MarineMax as of Q4 2016.

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