UFA
MSTR icon

US Financial Advisors’s Strategy Inc MSTR Stock Holding History

US Financial Advisors’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,600
Closed -$47K – 563
2015
Q4 		$47K Hold
2,600
– – 0.04% 147
2015
Q3 		$51K Buy
+2,600
New +$51.5K 0.08% 103

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

US Financial Advisors's MSTR Position: Q1 2016 in Review

US Financial Advisors sold out of Strategy Inc (MSTR) in Q1 2016, closing a stake of 2,600 shares — an estimated $47K sold.

US Financial Advisors first reported a position in MSTR in Q3 2015 and held it in 2 quarters. The position peaked at $51K in Q3 2015. 207 funds tracked by Wall St. Rank hold MSTR as of Q1 2016.

  • US Financial Advisors reported no remaining Strategy Inc position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 2,600 Strategy Inc shares in Q1 2016, an estimated $47K.
  • US Financial Advisors first reported a position in Strategy Inc in Q3 2015 and held it in 2 quarters.
  • US Financial Advisors's Strategy Inc position peaked at $51K in Q3 2015.
  • 207 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.