MSI Financial Services’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

MSI Financial Services’s Portfolio BZF Stock Details BZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$207K	Buy	12,148 +1,471	+14%	+$24.8K	0.01%	1075
2016 Q3	$180K	Buy	10,677 +10,177	+2,035%	+$169K	0.01%	1119
2016 Q2	$8K	Hold	500	–	–	﹤0.01%	2934
2016 Q1	$7K	Hold	500	–	–	﹤0.01%	3033
2015 Q4	$6K	Buy	500 +300	+150%	+$3.88K	﹤0.01%	3048
2015 Q3	$2K	Hold	200	–	–	﹤0.01%	2890
2015 Q2	$3K	Hold	200	–	–	﹤0.01%	2731
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	2700
2014 Q4	$3K	Hold	200	–	–	﹤0.01%	2364
2014 Q3	$4K	Hold	200	–	–	﹤0.01%	2249
2014 Q2	$4K	Hold	200	–	–	﹤0.01%	2211
2014 Q1	$4K	Hold	200	–	–	﹤0.01%	2147
2013 Q4	$3K	Sell	200 -91	-31%	-$1.62K	﹤0.01%	2225
2013 Q3	$5K	Sell	291 -427	-59%	-$7.43K	﹤0.01%	1743
2013 Q2	$13K	Buy	+718	New	+$13.6K	﹤0.01%	1460

Other funds holding BZF

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MSI Financial Services increased its WisdomTree Brazilian Real Strategy Fund (BZF) stake by 14% in Q4 2016, buying an estimated $24.8K and bringing the position to 12,148 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1075.

MSI Financial Services first reported a position in BZF in Q2 2013 and has held it in 15 quarters since. 16 funds tracked by Wall St. Rank hold BZF as of Q4 2016.

MSI Financial Services held 12,148 shares of WisdomTree Brazilian Real Strategy Fund worth $207K as of Q4 2016.
MSI Financial Services bought 1,471 WisdomTree Brazilian Real Strategy Fund shares in Q4 2016, an estimated $24.8K.
WisdomTree Brazilian Real Strategy Fund made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1075 holding.
MSI Financial Services first reported a position in WisdomTree Brazilian Real Strategy Fund in Q2 2013 and has held it in 15 quarters since.
16 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q4 2016.

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