MFS
INN

MSI Financial Services’s Summit Hotel Properties INN Stock Holding History

MSI Financial Services’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$286K Buy
17,823
+123
+0.7% +$1.72K 0.01% 932
2016
Q3 		$233K Buy
17,700
+17
+0.1% +$235 0.01% 987
2016
Q2 		$234K Buy
+17,683
New +$211K 0.01% 948

Other funds holding INN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MSI Financial Services increased its Summit Hotel Properties (INN) stake by 0.69% in Q4 2016, buying an estimated $1.72K and bringing the position to 17,823 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #932.

MSI Financial Services first reported a position in INN in Q2 2016 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold INN as of Q4 2016.

  • MSI Financial Services held 17,823 shares of Summit Hotel Properties worth $286K as of Q4 2016.
  • MSI Financial Services bought 123 Summit Hotel Properties shares in Q4 2016, an estimated $1.72K.
  • Summit Hotel Properties made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #932 holding.
  • MSI Financial Services first reported a position in Summit Hotel Properties in Q2 2016 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2016.

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