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WBI Investments’s Mine Safety MSA Stock Holding History

WBI Investments’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,417
Closed -$577K – 180
2018
Q3 		$577K Sell
5,417
-412
-7% -$41.6K 0.03% 217
2018
Q2 		$562K Buy
+5,829
New +$527K 0.03% 207
2018
Q1 		– Sell
-19,600
Closed -$1.52M – 276
2017
Q4 		$1.52M Sell
19,600
-40,053
-67% -$3.2M 0.07% 175
2017
Q3 		$4.74M Buy
+59,653
New +$4.46M 0.21% 84

Other funds holding MSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WBI Investments's MSA Position: Q4 2018 in Review

WBI Investments sold out of Mine Safety (MSA) in Q4 2018, closing a stake of 5,417 shares — an estimated $577K sold.

WBI Investments first reported a position in MSA in Q3 2017 and held it in 4 quarters. The position peaked at $4.74M in Q3 2017. 235 funds tracked by Wall St. Rank hold MSA as of Q4 2018.

  • WBI Investments reported no remaining Mine Safety position as of Q4 2018 after selling out during the quarter.
  • WBI Investments sold 5,417 Mine Safety shares in Q4 2018, an estimated $577K.
  • WBI Investments first reported a position in Mine Safety in Q3 2017 and held it in 4 quarters.
  • WBI Investments's Mine Safety position peaked at $4.74M in Q3 2017.
  • 235 funds tracked by Wall St. Rank held Mine Safety as of Q4 2018.

Based on WBI Investments's 13F filing for Q4 2018, filed 11 Feb 2019.