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MSI Financial Services’s York Water YORW Stock Holding History

MSI Financial Services’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$27K Buy
707
+3
+0.4% +$102 ﹤0.01% 2226
2016
Q3 		$21K Buy
704
+4
+0.6% +$119 ﹤0.01% 2349
2016
Q2 		$22K Hold
700
– – ﹤0.01% 2286
2016
Q1 		$21K Buy
+700
New +$19.2K ﹤0.01% 2280

Other funds holding YORW

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

MSI Financial Services increased its York Water (YORW) stake by 0.43% in Q4 2016, buying an estimated $102 and bringing the position to 707 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

MSI Financial Services first reported a position in YORW in Q1 2016 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold YORW as of Q4 2016.

  • MSI Financial Services held 707 shares of York Water worth $27K as of Q4 2016.
  • MSI Financial Services bought 3 York Water shares in Q4 2016, an estimated $102.
  • York Water made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2226 holding.
  • MSI Financial Services first reported a position in York Water in Q1 2016 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held York Water as of Q4 2016.

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