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MSI Financial Services’s STAG Industrial STAG Stock Holding History

MSI Financial Services’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$9K Buy
363
+16
+5% +$369 ﹤0.01% 2867
2016
Q3 		$9K Buy
+347
New +$8.49K ﹤0.01% 2857

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

MSI Financial Services increased its STAG Industrial (STAG) stake by 4.6% in Q4 2016, buying an estimated $369 and bringing the position to 363 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

MSI Financial Services first reported a position in STAG in Q3 2016 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold STAG as of Q4 2016.

  • MSI Financial Services held 363 shares of STAG Industrial worth $9K as of Q4 2016.
  • MSI Financial Services bought 16 STAG Industrial shares in Q4 2016, an estimated $369.
  • STAG Industrial made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2867 holding.
  • MSI Financial Services first reported a position in STAG Industrial in Q3 2016 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2016.

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