IT
MSP

Independence Trust’s Madison Strategic Sector MSP Stock Holding History

Independence Trust’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-15,149
Closed -$162K – 103
2015
Q3 		$162K Sell
15,149
-10,942
-42% -$117K 0.17% 93
2015
Q2 		$305K Sell
26,091
-1,289
-5% -$15.1K 0.21% 84
2015
Q1 		$330K Sell
27,380
-4,061
-13% -$48.9K 0.21% 82
2014
Q4 		$373K Buy
+31,441
New +$373K 0.23% 80