SFWA
MSL

Summit Financial Wealth Advisors’s Midsouth Bancorp, Inc. MSL Stock Holding History

Summit Financial Wealth Advisors’s Portfolio MSL Stock Details MSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,463
Closed -$28K – 236
2015
Q3 		$28K Hold
2,463
– – 0.02% 146
2015
Q2 		$37K Hold
2,463
– – 0.02% 168
2015
Q1 		$32K Hold
2,463
– – 0.02% 142
2014
Q4 		$43K Buy
+2,463
New +$44.6K 0.03% 130

Other funds holding MSL

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Summit Financial Wealth Advisors's MSL Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Midsouth Bancorp, Inc. (MSL) in Q4 2015, closing a stake of 2,463 shares — an estimated $28K sold.

Summit Financial Wealth Advisors first reported a position in MSL in Q4 2014 and held it in 4 quarters. The position peaked at $43K in Q4 2014. 44 funds tracked by Wall St. Rank hold MSL as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Midsouth Bancorp, Inc. position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,463 Midsouth Bancorp, Inc. shares in Q4 2015, an estimated $28K.
  • Summit Financial Wealth Advisors first reported a position in Midsouth Bancorp, Inc. in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Midsouth Bancorp, Inc. position peaked at $43K in Q4 2014.
  • 44 funds tracked by Wall St. Rank held Midsouth Bancorp, Inc. as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.