MFS
WMAR

MSI Financial Services’s West Marine Inc WMAR Stock Holding History

MSI Financial Services’s Portfolio WMAR Stock Details WMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-342
Closed -$3K – 4162
2016
Q3 		$3K Buy
342
+322
+1,610% +$2.92K ﹤0.01% 3427
2016
Q2 		$0 Buy
+20
New +$184 ﹤0.01% 4212

Other funds holding WMAR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

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

MSI Financial Services sold out of West Marine Inc (WMAR) in Q4 2016, closing a stake of 342 shares — an estimated $3K sold.

MSI Financial Services first reported a position in WMAR in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 90 funds tracked by Wall St. Rank hold WMAR as of Q4 2016.

  • MSI Financial Services reported no remaining West Marine Inc position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 342 West Marine Inc shares in Q4 2016, an estimated $3K.
  • MSI Financial Services first reported a position in West Marine Inc in Q2 2016 and held it in 2 quarters.
  • MSI Financial Services's West Marine Inc position peaked at $3K in Q3 2016.
  • 90 funds tracked by Wall St. Rank held West Marine Inc as of Q4 2016.

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