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MSI Financial Services’s Inogen INGN Stock Holding History

MSI Financial Services’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$34K Sell
500
-500
-50% -$30.8K ﹤0.01% 2100
2016
Q3 		$60K Hold
1,000
– – ﹤0.01% 1721
2016
Q2 		$50K Sell
1,000
-1,975
-66% -$94.2K ﹤0.01% 1815
2016
Q1 		$134K Sell
2,975
-500
-14% -$17.8K 0.01% 1194
2015
Q4 		$139K Buy
+3,475
New +$147K 0.01% 1121

Other funds holding INGN

NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

MSI Financial Services reduced its Inogen (INGN) stake by 50% in Q4 2016, selling an estimated $30.8K and leaving 500 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

MSI Financial Services first reported a position in INGN in Q4 2015 and has held it in 5 quarters since. The position peaked at $139K in Q4 2015. 187 funds tracked by Wall St. Rank hold INGN as of Q4 2016.

  • MSI Financial Services held 500 shares of Inogen worth $34K as of Q4 2016.
  • MSI Financial Services sold 500 Inogen shares in Q4 2016, an estimated $30.8K.
  • Inogen made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2100 holding.
  • MSI Financial Services first reported a position in Inogen in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's Inogen position peaked at $139K in Q4 2015.
  • 187 funds tracked by Wall St. Rank held Inogen as of Q4 2016.

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