MFS
XYZ

MSI Financial Services’s Block Inc XYZ Stock Holding History

MSI Financial Services’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$106K Buy
7,800
+7,400
+1,850% +$92.1K ﹤0.01% 1428
2016
Q3 		$5K Buy
400
+50
+14% +$546 ﹤0.01% 3162
2016
Q2 		$3K Buy
350
+240
+218% +$2.71K ﹤0.01% 3399
2016
Q1 		$2K Sell
110
-30
-21% -$325 ﹤0.01% 3596
2015
Q4 		$2K Buy
+140
New +$1.73K ﹤0.01% 3501

Other funds holding XYZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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

MSI Financial Services increased its Block Inc (XYZ) stake by 1,850% in Q4 2016, buying an estimated $92.1K and bringing the position to 7,800 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

MSI Financial Services first reported a position in XYZ in Q4 2015 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold XYZ as of Q4 2016.

  • MSI Financial Services held 7,800 shares of Block Inc worth $106K as of Q4 2016.
  • MSI Financial Services bought 7,400 Block Inc shares in Q4 2016, an estimated $92.1K.
  • Block Inc made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1428 holding.
  • MSI Financial Services first reported a position in Block Inc in Q4 2015 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held Block Inc as of Q4 2016.

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