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MSI Financial Services’s KVH Industries KVHI Stock Holding History

MSI Financial Services’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$5K Buy
+454
New +$4.49K ﹤0.01% 3146
2015
Q1 		– Sell
-847
Closed -$11K – 3078
2014
Q4 		$11K Buy
847
+464
+121% +$5.71K ﹤0.01% 1776
2014
Q3 		$4K Hold
383
– – ﹤0.01% 2185
2014
Q2 		$5K Hold
383
– – ﹤0.01% 2078
2014
Q1 		$5K Hold
383
– – ﹤0.01% 1999
2013
Q4 		$5K Hold
383
– – ﹤0.01% 1972
2013
Q3 		$5K Hold
383
– – ﹤0.01% 1695
2013
Q2 		$5K Buy
+383
New +$5K ﹤0.01% 1823

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

MSI Financial Services opened a new position in KVH Industries (KVHI) in Q4 2016: 454 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #3146 among its holdings. This is a return to the name: MSI Financial Services previously reported a position in KVHI as recently as Q4 2014.

MSI Financial Services first reported a position in KVHI in Q2 2013 and has held it in 8 quarters since. The position peaked at $11K in Q4 2014. 86 funds tracked by Wall St. Rank hold KVHI as of Q4 2016.

  • MSI Financial Services held 454 shares of KVH Industries worth $5K as of Q4 2016.
  • KVH Industries was a new MSI Financial Services position in Q4 2016.
  • KVH Industries made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3146 holding.
  • MSI Financial Services first reported a position in KVH Industries in Q2 2013 and has held it in 8 quarters since.
  • MSI Financial Services's KVH Industries position peaked at $11K in Q4 2014.
  • 86 funds tracked by Wall St. Rank held KVH Industries as of Q4 2016.

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