MFS
AGGP

MSI Financial Services’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

MSI Financial Services’s Portfolio AGGP Stock Details AGGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$548K Buy
27,828
+1,665
+6% +$33.2K 0.02% 656
2016
Q3 		$532K Buy
+26,163
New +$533K 0.02% 649

Other funds holding AGGP

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CFP
Cornerstone Financial Partners Huntersville, North Carolina $306M AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MSI Financial Services's AGGP Position: Q4 2016 in Review

MSI Financial Services increased its IQ Enhanced Core Plus Bond U.S. ETF (AGGP) stake by 6.4% in Q4 2016, buying an estimated $33.2K and bringing the position to 27,828 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #656.

MSI Financial Services first reported a position in AGGP in Q3 2016 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold AGGP as of Q4 2016.

  • MSI Financial Services held 27,828 shares of IQ Enhanced Core Plus Bond U.S. ETF worth $548K as of Q4 2016.
  • MSI Financial Services bought 1,665 IQ Enhanced Core Plus Bond U.S. ETF shares in Q4 2016, an estimated $33.2K.
  • IQ Enhanced Core Plus Bond U.S. ETF made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #656 holding.
  • MSI Financial Services first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q3 2016 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.