MFS
AMPS

MSI Financial Services’s ISHARES TR UTILITIES SECTOR BD ETF AMPS Stock Holding History

MSI Financial Services’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,213
Closed -$118K – 3412
2015
Q1 		$118K Buy
2,213
+2
+0.1% +$108 0.01% 952
2014
Q4 		$116K Buy
2,211
+562
+34% +$29K 0.01% 759
2014
Q3 		$84K Sell
1,649
-66
-4% -$3.38K 0.01% 881
2014
Q2 		$87K Buy
1,715
+675
+65% +$34.2K 0.01% 859
2014
Q1 		$52K Buy
+1,040
New +$51.1K 0.01% 1017

Other funds holding AMPS

SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MSI Financial Services's AMPS Position: Q2 2015 in Review

MSI Financial Services sold out of ISHARES TR UTILITIES SECTOR BD ETF (AMPS) in Q2 2015, closing a stake of 2,213 shares — an estimated $118K sold.

MSI Financial Services first reported a position in AMPS in Q1 2014 and held it in 5 quarters. The position peaked at $118K in Q1 2015. 10 funds tracked by Wall St. Rank hold AMPS as of Q2 2015.

  • MSI Financial Services reported no remaining ISHARES TR UTILITIES SECTOR BD ETF position as of Q2 2015 after selling out during the quarter.
  • MSI Financial Services sold 2,213 ISHARES TR UTILITIES SECTOR BD ETF shares in Q2 2015, an estimated $118K.
  • MSI Financial Services first reported a position in ISHARES TR UTILITIES SECTOR BD ETF in Q1 2014 and held it in 5 quarters.
  • MSI Financial Services's ISHARES TR UTILITIES SECTOR BD ETF position peaked at $118K in Q1 2015.
  • 10 funds tracked by Wall St. Rank held ISHARES TR UTILITIES SECTOR BD ETF as of Q2 2015.

Based on MSI Financial Services's 13F filing for Q2 2015, filed 21 Jul 2015.