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MSI Financial Services’s Yelp YELP Stock Holding History

MSI Financial Services’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$44K Buy
1,155
+426
+58% +$15.7K ﹤0.01% 1950
2016
Q3 		$30K Buy
729
+180
+33% +$6.31K ﹤0.01% 2133
2016
Q2 		$17K Buy
549
+30
+6% +$730 ﹤0.01% 2448
2016
Q1 		$10K Sell
519
-55
-10% -$1.13K ﹤0.01% 2774
2015
Q4 		$17K Buy
574
+370
+181% +$9.72K ﹤0.01% 2420
2015
Q3 		$4K Buy
204
+109
+115% +$3.02K ﹤0.01% 2537
2015
Q2 		$4K Sell
95
-5
-5% -$232 ﹤0.01% 2569
2015
Q1 		$5K Sell
100
-24
-19% -$1.19K ﹤0.01% 2466
2014
Q4 		$7K Sell
124
-150
-55% -$8.87K ﹤0.01% 2024
2014
Q3 		$19K Buy
274
+100
+57% +$7.45K ﹤0.01% 1516
2014
Q2 		$13K Sell
174
-1,681
-91% -$109K ﹤0.01% 1683
2014
Q1 		$143K Buy
1,855
+569
+44% +$48.1K 0.02% 643
2013
Q4 		$89K Buy
1,286
+372
+41% +$24.6K 0.01% 792
2013
Q3 		$60K Buy
+914
New +$46.8K 0.01% 796

Other funds holding YELP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

MSI Financial Services increased its Yelp (YELP) stake by 58% in Q4 2016, buying an estimated $15.7K and bringing the position to 1,155 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

MSI Financial Services first reported a position in YELP in Q3 2013 and has held it in 14 quarters since. The position peaked at $143K in Q1 2014. 232 funds tracked by Wall St. Rank hold YELP as of Q4 2016.

  • MSI Financial Services held 1,155 shares of Yelp worth $44K as of Q4 2016.
  • MSI Financial Services bought 426 Yelp shares in Q4 2016, an estimated $15.7K.
  • Yelp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1950 holding.
  • MSI Financial Services first reported a position in Yelp in Q3 2013 and has held it in 14 quarters since.
  • MSI Financial Services's Yelp position peaked at $143K in Q1 2014.
  • 232 funds tracked by Wall St. Rank held Yelp as of Q4 2016.

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