MSI Financial Services’s Lennar Class A LEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$121K	Sell	2,958 -789	-21%	-$31.9K	﹤0.01%	1347
2016 Q3	$151K	Sell	3,747 -1,720	-31%	-$76.2K	0.01%	1197
2016 Q2	$240K	Sell	5,467 -947	-15%	-$41.4K	0.01%	928
2016 Q1	$295K	Sell	6,414 -592	-8%	-$24.3K	0.01%	806
2015 Q4	$326K	Sell	7,006 -8,770	-56%	-$418K	0.01%	718
2015 Q3	$723K	Sell	15,776 -11,190	-41%	-$549K	0.06%	321
2015 Q2	$1.31M	Buy	26,966 +5,869	+28%	+$270K	0.09%	235
2015 Q1	$1.04M	Buy	21,097 +20,830	+7,801%	+$949K	0.07%	294
2014 Q4	$11K	Buy	267 +3	+1%	+$124	﹤0.01%	1777
2014 Q3	$10K	Sell	264 -6	-2%	-$223	﹤0.01%	1823
2014 Q2	$11K	Buy	270 +11	+4%	+$417	﹤0.01%	1761
2014 Q1	$10K	Hold	259	–	–	﹤0.01%	1737
2013 Q4	$10K	Sell	259 -1,524	-85%	-$51.4K	﹤0.01%	1694
2013 Q3	$60K	Buy	1,783 +146	+9%	+$4.74K	0.01%	792
2013 Q2	$56K	Buy	+1,637	New	+$62.1K	0.01%	846

Other funds holding LEN

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

MSI Financial Services reduced its Lennar Class A (LEN) stake by 21% in Q4 2016, selling an estimated $31.9K and leaving 2,958 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

MSI Financial Services first reported a position in LEN in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.31M in Q2 2015. 473 funds tracked by Wall St. Rank hold LEN as of Q4 2016.

MSI Financial Services held 2,958 shares of Lennar Class A worth $121K as of Q4 2016.
MSI Financial Services sold 789 Lennar Class A shares in Q4 2016, an estimated $31.9K.
Lennar Class A made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1347 holding.
MSI Financial Services first reported a position in Lennar Class A in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Lennar Class A position peaked at $1.31M in Q2 2015.
473 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2016.

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