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MSI Financial Services’s InfraCap MLP ETF AMZA Stock Holding History

MSI Financial Services’s Portfolio AMZA Stock Details AMZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$318K Buy
2,809
+2,329
+485% +$253K 0.01% 891
2016
Q3 		$55K Buy
480
+380
+380% +$43.1K ﹤0.01% 1767
2016
Q2 		$12K Buy
+100
New +$10.5K ﹤0.01% 2641

Other funds holding AMZA

CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

MSI Financial Services increased its InfraCap MLP ETF (AMZA) stake by 485% in Q4 2016, buying an estimated $253K and bringing the position to 2,809 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #891.

MSI Financial Services first reported a position in AMZA in Q2 2016 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold AMZA as of Q4 2016.

  • MSI Financial Services held 2,809 shares of InfraCap MLP ETF worth $318K as of Q4 2016.
  • MSI Financial Services bought 2,329 InfraCap MLP ETF shares in Q4 2016, an estimated $253K.
  • InfraCap MLP ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #891 holding.
  • MSI Financial Services first reported a position in InfraCap MLP ETF in Q2 2016 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q4 2016.

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