MFS
WVFC

MSI Financial Services’s WVS Financial Corp WVFC Stock Holding History

MSI Financial Services’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-202
Closed -$2K – 4097
2016
Q2 		$2K Hold
202
– – ﹤0.01% 3587
2016
Q1 		$2K Hold
202
– – ﹤0.01% 3615
2015
Q4 		$2K Buy
+202
New +$2.39K ﹤0.01% 3512

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MSI Financial Services's WVFC Position: Q3 2016 in Review

MSI Financial Services sold out of WVS Financial Corp (WVFC) in Q3 2016, closing a stake of 202 shares — an estimated $2K sold.

MSI Financial Services first reported a position in WVFC in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 13 funds tracked by Wall St. Rank hold WVFC as of Q3 2016.

  • MSI Financial Services reported no remaining WVS Financial Corp position as of Q3 2016 after selling out during the quarter.
  • MSI Financial Services sold 202 WVS Financial Corp shares in Q3 2016, an estimated $2K.
  • MSI Financial Services first reported a position in WVS Financial Corp in Q4 2015 and held it in 3 quarters.
  • MSI Financial Services's WVS Financial Corp position peaked at $2K in Q2 2016.
  • 13 funds tracked by Wall St. Rank held WVS Financial Corp as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.