MFS
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MSI Financial Services’s Zillow Z Stock Holding History

MSI Financial Services’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$1K Sell
25
-150
-86% -$5.29K ﹤0.01% 3725
2016
Q3 		$6K Sell
175
-40
-19% -$1.43K ﹤0.01% 3072
2016
Q2 		$8K Sell
215
-200
-48% -$5.55K ﹤0.01% 2909
2016
Q1 		$10K Sell
415
-400
-49% -$8.36K ﹤0.01% 2775
2015
Q4 		$19K Buy
+815
New +$21.5K ﹤0.01% 2352

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MSI Financial Services reduced its Zillow (Z) stake by 86% in Q4 2016, selling an estimated $5.29K and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3725.

MSI Financial Services first reported a position in Z in Q4 2015 and has held it in 5 quarters since. The position peaked at $19K in Q4 2015. 216 funds tracked by Wall St. Rank hold Z as of Q4 2016.

  • MSI Financial Services held 25 shares of Zillow worth $1K as of Q4 2016.
  • MSI Financial Services sold 150 Zillow shares in Q4 2016, an estimated $5.29K.
  • Zillow made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3725 holding.
  • MSI Financial Services first reported a position in Zillow in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's Zillow position peaked at $19K in Q4 2015.
  • 216 funds tracked by Wall St. Rank held Zillow as of Q4 2016.

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