MFS
TVRD

MSI Financial Services’s Tvardi Therapeutics TVRD Stock Holding History

MSI Financial Services’s Portfolio TVRD Stock Details TVRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$19K Sell
56
-27
-33% -$8.66K ﹤0.01% 2436
2016
Q3 		$25K Hold
83
– – ﹤0.01% 2247
2016
Q2 		$14K Hold
83
– – ﹤0.01% 2571
2016
Q1 		$19K Buy
83
+55
+196% +$16.4K ﹤0.01% 2351
2015
Q4 		$17K Buy
+28
New +$15.4K ﹤0.01% 2421

Other funds holding TVRD

RCP
Rho Capital Partners New York $20.4M AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EAM
EverPoint Asset Management Stamford, Connecticut $5.38B AUM 21.45% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MSI Financial Services reduced its Tvardi Therapeutics (TVRD) stake by 33% in Q4 2016, selling an estimated $8.66K and leaving 56 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

MSI Financial Services first reported a position in TVRD in Q4 2015 and has held it in 5 quarters since. The position peaked at $25K in Q3 2016. 101 funds tracked by Wall St. Rank hold TVRD as of Q4 2016.

  • MSI Financial Services held 56 shares of Tvardi Therapeutics worth $19K as of Q4 2016.
  • MSI Financial Services sold 27 Tvardi Therapeutics shares in Q4 2016, an estimated $8.66K.
  • Tvardi Therapeutics made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2436 holding.
  • MSI Financial Services first reported a position in Tvardi Therapeutics in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's Tvardi Therapeutics position peaked at $25K in Q3 2016.
  • 101 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2016.

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