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MSI Financial Services’s Loews L Stock Holding History

MSI Financial Services’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$49K Buy
1,041
+173
+20% +$7.59K ﹤0.01% 1878
2016
Q3 		$36K Sell
868
-299
-26% -$12.3K ﹤0.01% 2024
2016
Q2 		$48K Sell
1,167
-14
-1% -$555 ﹤0.01% 1840
2016
Q1 		$45K Sell
1,181
-25
-2% -$920 ﹤0.01% 1790
2015
Q4 		$46K Buy
1,206
+1,106
+1,106% +$41.2K ﹤0.01% 1767
2015
Q3 		$4K Hold
100
– – ﹤0.01% 2502
2015
Q2 		$4K Hold
100
– – ﹤0.01% 2538
2015
Q1 		$4K Hold
100
– – ﹤0.01% 2527
2014
Q4 		$4K Sell
100
-624
-86% -$26.1K ﹤0.01% 2209
2014
Q3 		$30K Sell
724
-800
-52% -$34.4K ﹤0.01% 1316
2014
Q2 		$67K Hold
1,524
– – 0.01% 967
2014
Q1 		$67K Buy
1,524
+100
+7% +$4.47K 0.01% 917
2013
Q4 		$69K Sell
1,424
-71
-5% -$3.39K 0.01% 879
2013
Q3 		$70K Sell
1,495
-83
-5% -$3.82K 0.01% 757
2013
Q2 		$70K Buy
+1,578
New +$70.7K 0.01% 754

Other funds holding L

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

MSI Financial Services increased its Loews (L) stake by 20% in Q4 2016, buying an estimated $7.59K and bringing the position to 1,041 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

MSI Financial Services first reported a position in L in Q2 2013 and has held it in 15 quarters since. The position peaked at $70K in Q3 2013. 450 funds tracked by Wall St. Rank hold L as of Q4 2016.

  • MSI Financial Services held 1,041 shares of Loews worth $49K as of Q4 2016.
  • MSI Financial Services bought 173 Loews shares in Q4 2016, an estimated $7.59K.
  • Loews made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1878 holding.
  • MSI Financial Services first reported a position in Loews in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Loews position peaked at $70K in Q3 2013.
  • 450 funds tracked by Wall St. Rank held Loews as of Q4 2016.

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