MSI Financial Services’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$0	Sell	12 -700	-98%	-$14.1K	﹤0.01%	4121
2016 Q3	$14K	Hold	712	–	–	﹤0.01%	2618
2016 Q2	$11K	Hold	712	–	–	﹤0.01%	2746
2016 Q1	$9K	Hold	712	–	–	﹤0.01%	2869
2015 Q4	$11K	Buy	+712	New	+$11.5K	﹤0.01%	2681

Other funds holding MB

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

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

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

MSI Financial Services reduced its MINDBODY, Inc. Class A Common Stock (MB) stake by 98% in Q4 2016, selling an estimated $14.1K and leaving 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4121.

MSI Financial Services first reported a position in MB in Q4 2015 and has held it in 5 quarters since. The position peaked at $14K in Q3 2016. 102 funds tracked by Wall St. Rank hold MB as of Q4 2016.

MSI Financial Services held 12 shares of MINDBODY, Inc. Class A Common Stock worth $0 as of Q4 2016.
MSI Financial Services sold 700 MINDBODY, Inc. Class A Common Stock shares in Q4 2016, an estimated $14.1K.
MINDBODY, Inc. Class A Common Stock made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #4121 holding.
MSI Financial Services first reported a position in MINDBODY, Inc. Class A Common Stock in Q4 2015 and has held it in 5 quarters since.
MSI Financial Services's MINDBODY, Inc. Class A Common Stock position peaked at $14K in Q3 2016.
102 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2016.

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