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MSI Financial Services’s United States Lime & Minerals USLM Stock Holding History

MSI Financial Services’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$4K Hold
250
– – ﹤0.01% 3259
2016
Q3 		$3K Hold
250
– – ﹤0.01% 3374
2016
Q2 		$3K Hold
250
– – ﹤0.01% 3389
2016
Q1 		$3K Hold
250
– – ﹤0.01% 3428
2015
Q4 		$3K Hold
250
– – ﹤0.01% 3336
2015
Q3 		$2K Hold
250
– – ﹤0.01% 2801
2015
Q2 		$3K Buy
+250
New +$3.13K ﹤0.01% 2675

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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
SCC
Steel Canyon Capital Phoenix, Arizona $58.4M AUM 22.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

MSI Financial Services held its United States Lime & Minerals (USLM) position steady in Q4 2016 at 250 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #3259.

MSI Financial Services first reported a position in USLM in Q2 2015 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold USLM as of Q4 2016.

  • MSI Financial Services held 250 shares of United States Lime & Minerals worth $4K as of Q4 2016.
  • MSI Financial Services left its United States Lime & Minerals share count unchanged in Q4 2016.
  • United States Lime & Minerals made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3259 holding.
  • MSI Financial Services first reported a position in United States Lime & Minerals in Q2 2015 and has held it in 7 quarters since.
  • 65 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q4 2016.

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