MSI Financial Services’s POSCO PKX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$1K	Buy	22 +3	+16%	+$161	﹤0.01%	3691
2016 Q3	$1K	Buy	19 +7	+58%	+$345	﹤0.01%	3723
2016 Q2	$1K	Sell	12 -121	-91%	-$5.68K	﹤0.01%	3746
2016 Q1	$6K	Buy	133 +12	+10%	+$475	﹤0.01%	3078
2015 Q4	$4K	Buy	121 +12	+11%	+$452	﹤0.01%	3208
2015 Q3	$4K	Sell	109 -9	-8%	-$368	﹤0.01%	2519
2015 Q2	$6K	Buy	118 +9	+8%	+$499	﹤0.01%	2372
2015 Q1	$6K	Hold	109	–	–	﹤0.01%	2363
2014 Q4	$7K	Hold	109	–	–	﹤0.01%	2013
2014 Q3	$8K	Hold	109	–	–	﹤0.01%	1925
2014 Q2	$8K	Sell	109 -5	-4%	-$365	﹤0.01%	1897
2014 Q1	$8K	Hold	114	–	–	﹤0.01%	1836
2013 Q4	$9K	Hold	114	–	–	﹤0.01%	1744
2013 Q3	$8K	Buy	114 +68	+148%	+$4.94K	﹤0.01%	1548
2013 Q2	$3K	Buy	+46	New	+$3.24K	﹤0.01%	2006

Other funds holding PKX

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MSI Financial Services increased its POSCO (PKX) stake by 16% in Q4 2016, buying an estimated $161 and bringing the position to 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

MSI Financial Services first reported a position in PKX in Q2 2013 and has held it in 15 quarters since. The position peaked at $9K in Q4 2013. 159 funds tracked by Wall St. Rank hold PKX as of Q4 2016.

MSI Financial Services held 22 shares of POSCO worth $1K as of Q4 2016.
MSI Financial Services bought 3 POSCO shares in Q4 2016, an estimated $161.
POSCO made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3691 holding.
MSI Financial Services first reported a position in POSCO in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's POSCO position peaked at $9K in Q4 2013.
159 funds tracked by Wall St. Rank held POSCO as of Q4 2016.

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