MSI Financial Services’s U-Haul Holding Co UHAL Stock Holding History

MSI Financial Services’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$57K	Sell	1,550 -1,030	-40%	-$35.3K	﹤0.01%	1800
2016 Q3	$84K	Buy	2,580 +1,660	+180%	+$59.3K	﹤0.01%	1517
2016 Q2	$34K	Buy	920 +340	+59%	+$12.3K	﹤0.01%	2046
2016 Q1	$21K	Hold	580	–	–	﹤0.01%	2279
2015 Q4	$22K	Buy	580 +60	+12%	+$2.42K	﹤0.01%	2261
2015 Q3	$21K	Hold	520	–	–	﹤0.01%	1686
2015 Q2	$17K	Hold	520	–	–	﹤0.01%	1872
2015 Q1	$17K	Hold	520	–	–	﹤0.01%	1896
2014 Q4	$15K	Hold	520	–	–	﹤0.01%	1645
2014 Q3	$14K	Buy	+520	New	+$14.4K	﹤0.01%	1681

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

MSI Financial Services reduced its U-Haul Holding Co (UHAL) stake by 40% in Q4 2016, selling an estimated $35.3K and leaving 1,550 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

MSI Financial Services first reported a position in UHAL in Q3 2014 and has held it in 10 quarters since. The position peaked at $84K in Q3 2016. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

MSI Financial Services held 1,550 shares of U-Haul Holding Co worth $57K as of Q4 2016.
MSI Financial Services sold 1,030 U-Haul Holding Co shares in Q4 2016, an estimated $35.3K.
U-Haul Holding Co made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1800 holding.
MSI Financial Services first reported a position in U-Haul Holding Co in Q3 2014 and has held it in 10 quarters since.
MSI Financial Services's U-Haul Holding Co position peaked at $84K in Q3 2016.
225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

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