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MSI Financial Services’s STAAR Surgical STAA Stock Holding History

MSI Financial Services’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-711
Closed -$13K – 2646
2014
Q1 		$13K Sell
711
-89
-11% -$1.43K ﹤0.01% 1631
2013
Q4 		$13K Sell
800
-1,970
-71% -$26.4K ﹤0.01% 1583
2013
Q3 		$38K Buy
+2,770
New +$32.6K 0.01% 964

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MSI Financial Services's STAA Position: Q2 2014 in Review

MSI Financial Services sold out of STAAR Surgical (STAA) in Q2 2014, closing a stake of 711 shares — an estimated $13K sold.

MSI Financial Services first reported a position in STAA in Q3 2013 and held it in 3 quarters. The position peaked at $38K in Q3 2013. 106 funds tracked by Wall St. Rank hold STAA as of Q2 2014.

  • MSI Financial Services reported no remaining STAAR Surgical position as of Q2 2014 after selling out during the quarter.
  • MSI Financial Services sold 711 STAAR Surgical shares in Q2 2014, an estimated $13K.
  • MSI Financial Services first reported a position in STAAR Surgical in Q3 2013 and held it in 3 quarters.
  • MSI Financial Services's STAAR Surgical position peaked at $38K in Q3 2013.
  • 106 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2014.

Based on MSI Financial Services's 13F filing for Q2 2014, filed 4 Aug 2014.