MFS
MXWL

MSI Financial Services’s Maxwell Technologies Inc MXWL Stock Holding History

MSI Financial Services’s Portfolio MXWL Stock Details MXWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$95K Sell
18,500
-1,000
-5% -$5.01K ﹤0.01% 1483
2016
Q3 		$101K Buy
19,500
+1,000
+5% +$5.19K ﹤0.01% 1416
2016
Q2 		$98K Buy
18,500
+17,200
+1,323% +$99.1K ﹤0.01% 1412
2016
Q1 		$8K Buy
1,300
+1,000
+333% +$6.13K ﹤0.01% 2953
2015
Q4 		$2K Buy
+300
New +$1.95K ﹤0.01% 3533
2014
Q1 		– Sell
-1
Closed – – 2685
2013
Q4 		$0 Buy
+1
New +$8 ﹤0.01% 2639

Other funds holding MXWL

VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

MSI Financial Services reduced its Maxwell Technologies Inc (MXWL) stake by 5.1% in Q4 2016, selling an estimated $5.01K and leaving 18,500 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

MSI Financial Services first reported a position in MXWL in Q4 2013 and has held it in 6 quarters since. The position peaked at $101K in Q3 2016. 86 funds tracked by Wall St. Rank hold MXWL as of Q4 2016.

  • MSI Financial Services held 18,500 shares of Maxwell Technologies Inc worth $95K as of Q4 2016.
  • MSI Financial Services sold 1,000 Maxwell Technologies Inc shares in Q4 2016, an estimated $5.01K.
  • Maxwell Technologies Inc made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1483 holding.
  • MSI Financial Services first reported a position in Maxwell Technologies Inc in Q4 2013 and has held it in 6 quarters since.
  • MSI Financial Services's Maxwell Technologies Inc position peaked at $101K in Q3 2016.
  • 86 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q4 2016.

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