MPWT
NFO

MassMutual Private Wealth & Trust’s Invesco Insider Sentiment ETF NFO Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-20
Closed -$937 – 998
2015
Q3 		$937 Buy
+20
New +$966 ﹤0.01% 758
2014
Q4 		– Sell
-20
Closed -$936 – 818
2014
Q3 		$936 Buy
+20
New +$969 ﹤0.01% 729

Other funds holding NFO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

MassMutual Private Wealth & Trust's NFO Position: Q4 2015 in Review

MassMutual Private Wealth & Trust sold out of Invesco Insider Sentiment ETF (NFO) in Q4 2015, closing a stake of 20 shares — an estimated $937 sold.

MassMutual Private Wealth & Trust first reported a position in NFO in Q3 2014 and held it in 2 quarters. The position peaked at $937 in Q3 2015. 29 funds tracked by Wall St. Rank hold NFO as of Q4 2015.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Insider Sentiment ETF position as of Q4 2015 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 20 Invesco Insider Sentiment ETF shares in Q4 2015, an estimated $937.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Insider Sentiment ETF in Q3 2014 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Invesco Insider Sentiment ETF position peaked at $937 in Q3 2015.
  • 29 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q4 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.