MFS
IBCA

MSI Financial Services’s INTERVEST BANCSHARES CORP COM IBCA Stock Holding History

MSI Financial Services’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-500
Closed -$4K – 2849
2014
Q2 		$4K Hold
500
– – ﹤0.01% 2203
2014
Q1 		$4K Hold
500
– – ﹤0.01% 2136
2013
Q4 		$4K Hold
500
– – ﹤0.01% 2109
2013
Q3 		$4K Hold
500
– – ﹤0.01% 1810
2013
Q2 		$3K Buy
+500
New +$3.08K ﹤0.01% 2068

Other funds holding IBCA

NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

MSI Financial Services's IBCA Position: Q3 2014 in Review

MSI Financial Services sold out of INTERVEST BANCSHARES CORP COM (IBCA) in Q3 2014, closing a stake of 500 shares — an estimated $4K sold.

MSI Financial Services first reported a position in IBCA in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q2 2014. 56 funds tracked by Wall St. Rank hold IBCA as of Q3 2014.

  • MSI Financial Services reported no remaining INTERVEST BANCSHARES CORP COM position as of Q3 2014 after selling out during the quarter.
  • MSI Financial Services sold 500 INTERVEST BANCSHARES CORP COM shares in Q3 2014, an estimated $4K.
  • MSI Financial Services first reported a position in INTERVEST BANCSHARES CORP COM in Q2 2013 and held it in 5 quarters.
  • MSI Financial Services's INTERVEST BANCSHARES CORP COM position peaked at $4K in Q2 2014.
  • 56 funds tracked by Wall St. Rank held INTERVEST BANCSHARES CORP COM as of Q3 2014.

Based on MSI Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.