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MSI Financial Services’s KB Home KBH Stock Holding History

MSI Financial Services’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$24K Buy
1,546
+30
+2% +$469 ﹤0.01% 2291
2016
Q3 		$24K Buy
1,516
+213
+16% +$3.35K ﹤0.01% 2263
2016
Q2 		$20K Buy
1,303
+295
+29% +$4.12K ﹤0.01% 2348
2016
Q1 		$14K Buy
1,008
+294
+41% +$3.43K ﹤0.01% 2538
2015
Q4 		$9K Sell
714
-138
-16% -$1.86K ﹤0.01% 2766
2015
Q3 		$12K Buy
852
+63
+8% +$962 ﹤0.01% 1995
2015
Q2 		$13K Buy
789
+375
+91% +$5.72K ﹤0.01% 1998
2015
Q1 		$6K Hold
414
– – ﹤0.01% 2357
2014
Q4 		$7K Sell
414
-300
-42% -$4.82K ﹤0.01% 2004
2014
Q3 		$11K Sell
714
-300
-30% -$5.15K ﹤0.01% 1778
2014
Q2 		$19K Buy
1,014
+600
+145% +$10.1K ﹤0.01% 1508
2014
Q1 		$7K Hold
414
– – ﹤0.01% 1874
2013
Q4 		$8K Hold
414
– – ﹤0.01% 1790
2013
Q3 		$7K Hold
414
– – ﹤0.01% 1589
2013
Q2 		$8K Buy
+414
New +$9.09K ﹤0.01% 1643

Other funds holding KBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

MSI Financial Services increased its KB Home (KBH) stake by 2% in Q4 2016, buying an estimated $469 and bringing the position to 1,546 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

MSI Financial Services first reported a position in KBH in Q2 2013 and has held it in 15 quarters since. 218 funds tracked by Wall St. Rank hold KBH as of Q4 2016.

  • MSI Financial Services held 1,546 shares of KB Home worth $24K as of Q4 2016.
  • MSI Financial Services bought 30 KB Home shares in Q4 2016, an estimated $469.
  • KB Home made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2291 holding.
  • MSI Financial Services first reported a position in KB Home in Q2 2013 and has held it in 15 quarters since.
  • 218 funds tracked by Wall St. Rank held KB Home as of Q4 2016.

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