SGK
MSP

Steigerwald Gordon & Koch’s Madison Strategic Sector MSP Stock Holding History

Steigerwald Gordon & Koch’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,000
Closed -$180K – 95
2017
Q3 		$180K Hold
15,000
– – 0.05% 86
2017
Q2 		$181K Hold
15,000
– – 0.05% 85
2017
Q1 		$183K Hold
15,000
– – 0.05% 84
2016
Q4 		$178K Hold
15,000
– – 0.06% 83
2016
Q3 		$176K Hold
15,000
– – 0.06% 69
2016
Q2 		$173K Buy
+15,000
New +$170K 0.06% 65

Other funds holding MSP

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Steigerwald Gordon & Koch's MSP Position: Q4 2017 in Review

Steigerwald Gordon & Koch sold out of Madison Strategic Sector (MSP) in Q4 2017, closing a stake of 15,000 shares — an estimated $180K sold.

Steigerwald Gordon & Koch first reported a position in MSP in Q2 2016 and held it in 6 quarters. The position peaked at $183K in Q1 2017. 15 funds tracked by Wall St. Rank hold MSP as of Q4 2017.

  • Steigerwald Gordon & Koch reported no remaining Madison Strategic Sector position as of Q4 2017 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 15,000 Madison Strategic Sector shares in Q4 2017, an estimated $180K.
  • Steigerwald Gordon & Koch first reported a position in Madison Strategic Sector in Q2 2016 and held it in 6 quarters.
  • Steigerwald Gordon & Koch's Madison Strategic Sector position peaked at $183K in Q1 2017.
  • 15 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q4 2017.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2017, filed 14 Sep 2018.