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MSI Financial Services’s Lake Shore Bancorp LSBK Stock Holding History

MSI Financial Services’s Portfolio LSBK Stock Details LSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$7K – 3924
2016
Q3 		$7K Hold
500
– – ﹤0.01% 2976
2016
Q2 		$7K Hold
500
– – ﹤0.01% 2964
2016
Q1 		$7K Hold
500
– – ﹤0.01% 2987
2015
Q4 		$7K Buy
+500
New +$6.71K ﹤0.01% 2912

Other funds holding LSBK

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

MSI Financial Services sold out of Lake Shore Bancorp (LSBK) in Q4 2016, closing a stake of 500 shares — an estimated $7K sold.

MSI Financial Services first reported a position in LSBK in Q4 2015 and held it in 4 quarters. The position peaked at $7K in Q3 2016. 13 funds tracked by Wall St. Rank hold LSBK as of Q4 2016.

  • MSI Financial Services reported no remaining Lake Shore Bancorp position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 500 Lake Shore Bancorp shares in Q4 2016, an estimated $7K.
  • MSI Financial Services first reported a position in Lake Shore Bancorp in Q4 2015 and held it in 4 quarters.
  • MSI Financial Services's Lake Shore Bancorp position peaked at $7K in Q3 2016.
  • 13 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q4 2016.

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