MFS
CFD

MSI Financial Services’s Nuveen Diversified Commodity Fnd CFD Stock Holding History

MSI Financial Services’s Portfolio CFD Stock Details CFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-550
Closed -$7K – 3629
2015
Q2 		$7K Hold
550
– – ﹤0.01% 2331
2015
Q1 		$7K Hold
550
– – ﹤0.01% 2334
2014
Q4 		$7K Hold
550
– – ﹤0.01% 2048
2014
Q3 		$8K Buy
+550
New +$8.38K ﹤0.01% 1947
2014
Q1 		– Sell
-300
Closed -$5K – 2780
2013
Q4 		$5K Hold
300
– – ﹤0.01% 2025
2013
Q3 		$5K Hold
300
– – ﹤0.01% 1744
2013
Q2 		$5K Buy
+300
New +$5.63K ﹤0.01% 1874

Other funds holding CFD

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSI Financial Services's CFD Position: Q3 2015 in Review

MSI Financial Services sold out of Nuveen Diversified Commodity Fnd (CFD) in Q3 2015, closing a stake of 550 shares — an estimated $7K sold.

MSI Financial Services first reported a position in CFD in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q3 2014. 22 funds tracked by Wall St. Rank hold CFD as of Q3 2015.

  • MSI Financial Services reported no remaining Nuveen Diversified Commodity Fnd position as of Q3 2015 after selling out during the quarter.
  • MSI Financial Services sold 550 Nuveen Diversified Commodity Fnd shares in Q3 2015, an estimated $7K.
  • MSI Financial Services first reported a position in Nuveen Diversified Commodity Fnd in Q2 2013 and held it in 7 quarters.
  • MSI Financial Services's Nuveen Diversified Commodity Fnd position peaked at $8K in Q3 2014.
  • 22 funds tracked by Wall St. Rank held Nuveen Diversified Commodity Fnd as of Q3 2015.

Based on MSI Financial Services's 13F filing for Q3 2015, filed 28 Oct 2015.