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MSI Financial Services’s Shenandoah Telecom SHEN Stock Holding History

MSI Financial Services’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-232
Closed -$6K – 3985
2016
Q3 		$6K Hold
232
– – ﹤0.01% 3060
2016
Q2 		$9K Hold
232
– – ﹤0.01% 2837
2016
Q1 		$6K Hold
232
– – ﹤0.01% 3082
2015
Q4 		$5K Hold
232
– – ﹤0.01% 3092
2015
Q3 		$5K Sell
232
-102
-31% -$1.93K ﹤0.01% 2416
2015
Q2 		$6K Hold
334
– – ﹤0.01% 2374
2015
Q1 		$5K Buy
+334
New +$5.1K ﹤0.01% 2452

Other funds holding SHEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

MSI Financial Services sold out of Shenandoah Telecom (SHEN) in Q4 2016, closing a stake of 232 shares — an estimated $6K sold.

MSI Financial Services first reported a position in SHEN in Q1 2015 and held it in 7 quarters. The position peaked at $9K in Q2 2016. 110 funds tracked by Wall St. Rank hold SHEN as of Q4 2016.

  • MSI Financial Services reported no remaining Shenandoah Telecom position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 232 Shenandoah Telecom shares in Q4 2016, an estimated $6K.
  • MSI Financial Services first reported a position in Shenandoah Telecom in Q1 2015 and held it in 7 quarters.
  • MSI Financial Services's Shenandoah Telecom position peaked at $9K in Q2 2016.
  • 110 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2016.

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