MSI Financial Services’s CarMax KMX Stock Holding History

MSI Financial Services’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$154K	Sell	2,387 -78	-3%	-$4.38K	0.01%	1224
2016 Q3	$132K	Sell	2,465 -474	-16%	-$26.9K	﹤0.01%	1270
2016 Q2	$144K	Sell	2,939 -621	-17%	-$31.9K	0.01%	1199
2016 Q1	$182K	Sell	3,560 -450	-11%	-$21.2K	0.01%	1032
2015 Q4	$216K	Buy	4,010 +2,611	+187%	+$149K	0.01%	910
2015 Q3	$83K	Buy	1,399 +701	+100%	+$43.9K	0.01%	1003
2015 Q2	$46K	Buy	698 +178	+34%	+$12.7K	﹤0.01%	1351
2015 Q1	$36K	Buy	520 +476	+1,082%	+$31K	﹤0.01%	1489
2014 Q4	$3K	Buy	44 +35	+389%	+$1.94K	﹤0.01%	2303
2014 Q3	$0	Sell	9 -17	-65%	-$871	﹤0.01%	2696
2014 Q2	$1K	Hold	26	–	–	﹤0.01%	2462
2014 Q1	$1K	Sell	26 -123	-83%	-$5.75K	﹤0.01%	2390
2013 Q4	$7K	Buy	149 +143	+2,383%	+$7.01K	﹤0.01%	1839
2013 Q3	$0	Buy	6 +3	+100%	+$147	﹤0.01%	2355
2013 Q2	$0	Buy	+3	New	+$136	﹤0.01%	2394

Other funds holding KMX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

MSI Financial Services reduced its CarMax (KMX) stake by 3.2% in Q4 2016, selling an estimated $4.38K and leaving 2,387 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #1224.

MSI Financial Services first reported a position in KMX in Q2 2013 and has held it in 15 quarters since. The position peaked at $216K in Q4 2015. 472 funds tracked by Wall St. Rank hold KMX as of Q4 2016.

MSI Financial Services held 2,387 shares of CarMax worth $154K as of Q4 2016.
MSI Financial Services sold 78 CarMax shares in Q4 2016, an estimated $4.38K.
CarMax made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1224 holding.
MSI Financial Services first reported a position in CarMax in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's CarMax position peaked at $216K in Q4 2015.
472 funds tracked by Wall St. Rank held CarMax as of Q4 2016.

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