JY
MSP

Jeff Yass’s Madison Strategic Sector MSP Stock Holding History

Jeff Yass’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
2018
Q3 		– Sell
-11,674
Closed -$138K – 10832
2018
Q2 		$138K Sell
11,674
-6,944
-37% -$81.4K ﹤0.01% 8900
2018
Q1 		$209K Buy
+18,618
New +$216K ﹤0.01% 8259
2016
Q4 		– Sell
-14,193
Closed -$167K – 10479
2016
Q3 		$167K Buy
+14,193
New +$167K ﹤0.01% 7710

Other funds holding MSP

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jeff Yass's MSP Position: Q3 2018 in Review

Jeff Yass sold out of Madison Strategic Sector (MSP) in Q3 2018, closing a stake of 11,674 shares — an estimated $138K sold.

Jeff Yass first reported a position in MSP in Q3 2016 and held it in 3 quarters. The position peaked at $209K in Q1 2018. 16 funds tracked by Wall St. Rank hold MSP as of Q3 2018.

  • Jeff Yass reported no remaining Madison Strategic Sector position as of Q3 2018 after selling out during the quarter.
  • Jeff Yass sold 11,674 Madison Strategic Sector shares in Q3 2018, an estimated $138K.
  • Jeff Yass first reported a position in Madison Strategic Sector in Q3 2016 and held it in 3 quarters.
  • Jeff Yass's Madison Strategic Sector position peaked at $209K in Q1 2018.
  • 16 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q3 2018.

Based on Susquehanna International Group's 13F filing for Q3 2018, filed 14 Nov 2018.