MFS
UFPI icon

MSI Financial Services’s UFP Industries UFPI Stock Holding History

MSI Financial Services’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$2K Hold
48
– – ﹤0.01% 3537
2016
Q3 		$2K Buy
+48
New +$1.67K ﹤0.01% 3547
2015
Q4 		– Sell
-72
Closed -$1K – 3968
2015
Q3 		$1K Hold
72
– – ﹤0.01% 3019
2015
Q2 		$1K Sell
72
-78
-52% -$1.43K ﹤0.01% 2961
2015
Q1 		$3K Buy
+150
New +$2.61K ﹤0.01% 2632

Other funds holding UFPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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 UFPI Position: Q4 2016 in Review

MSI Financial Services held its UFP Industries (UFPI) position steady in Q4 2016 at 48 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

MSI Financial Services first reported a position in UFPI in Q1 2015 and has held it in 5 quarters since. The position peaked at $3K in Q1 2015. 208 funds tracked by Wall St. Rank hold UFPI as of Q4 2016.

  • MSI Financial Services held 48 shares of UFP Industries worth $2K as of Q4 2016.
  • MSI Financial Services left its UFP Industries share count unchanged in Q4 2016.
  • UFP Industries made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3537 holding.
  • MSI Financial Services first reported a position in UFP Industries in Q1 2015 and has held it in 5 quarters since.
  • MSI Financial Services's UFP Industries position peaked at $3K in Q1 2015.
  • 208 funds tracked by Wall St. Rank held UFP Industries as of Q4 2016.

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