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MSI Financial Services’s Installed Building Products IBP Stock Holding History

MSI Financial Services’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-139
Closed -$5K – 3932
2016
Q2 		$5K Hold
139
– – ﹤0.01% 3145
2016
Q1 		$4K Sell
139
-696
-83% -$15.3K ﹤0.01% 3264
2015
Q4 		$21K Buy
+835
New +$20.2K ﹤0.01% 2279

Other funds holding IBP

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MSI Financial Services's IBP Position: Q3 2016 in Review

MSI Financial Services sold out of Installed Building Products (IBP) in Q3 2016, closing a stake of 139 shares — an estimated $5K sold.

MSI Financial Services first reported a position in IBP in Q4 2015 and held it in 3 quarters. The position peaked at $21K in Q4 2015. 141 funds tracked by Wall St. Rank hold IBP as of Q3 2016.

  • MSI Financial Services reported no remaining Installed Building Products position as of Q3 2016 after selling out during the quarter.
  • MSI Financial Services sold 139 Installed Building Products shares in Q3 2016, an estimated $5K.
  • MSI Financial Services first reported a position in Installed Building Products in Q4 2015 and held it in 3 quarters.
  • MSI Financial Services's Installed Building Products position peaked at $21K in Q4 2015.
  • 141 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.