MSI Financial Services’s IAMGOLD IAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$6K	Sell	1,500 -3,000	-67%	-$11.2K	﹤0.01%	3067
2016 Q3	$18K	Buy	4,500 +1,500	+50%	+$6.84K	﹤0.01%	2445
2016 Q2	$12K	Sell	3,000 -6,407	-68%	-$21.8K	﹤0.01%	2655
2016 Q1	$21K	Hold	9,407	–	–	﹤0.01%	2267
2015 Q4	$13K	Buy	9,407 +9,207	+4,604%	+$15K	﹤0.01%	2559
2015 Q3	$0	Hold	200	–	–	﹤0.01%	3256
2015 Q2	$0	Sell	200 -700	-78%	-$1.52K	﹤0.01%	3163
2015 Q1	$2K	Hold	900	–	–	﹤0.01%	2732
2014 Q4	$2K	Sell	900 -350	-28%	-$810	﹤0.01%	2396
2014 Q3	$3K	Hold	1,250	–	–	﹤0.01%	2278
2014 Q2	$5K	Sell	1,250 -1,250	-50%	-$4.45K	﹤0.01%	2075
2014 Q1	$9K	Hold	2,500	–	–	﹤0.01%	1787
2013 Q4	$8K	Buy	+2,500	New	+$10.8K	﹤0.01%	1789
2013 Q3	–	Sell	-2,500	Closed	-$11K	–	2316
2013 Q2	$11K	Buy	+2,500	New	+$13.3K	﹤0.01%	1501

Other funds holding IAG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

MSI Financial Services reduced its IAMGOLD (IAG) stake by 67% in Q4 2016, selling an estimated $11.2K and leaving 1,500 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

MSI Financial Services first reported a position in IAG in Q2 2013 and has held it in 14 quarters since. The position peaked at $21K in Q1 2016. 144 funds tracked by Wall St. Rank hold IAG as of Q4 2016.

MSI Financial Services held 1,500 shares of IAMGOLD worth $6K as of Q4 2016.
MSI Financial Services sold 3,000 IAMGOLD shares in Q4 2016, an estimated $11.2K.
IAMGOLD made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3067 holding.
MSI Financial Services first reported a position in IAMGOLD in Q2 2013 and has held it in 14 quarters since.
MSI Financial Services's IAMGOLD position peaked at $21K in Q1 2016.
144 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2016.

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