MSI Financial Services’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$18K	Hold	629	–	–	﹤0.01%	2479
2016 Q3	$19K	Hold	629	–	–	﹤0.01%	2431
2016 Q2	$18K	Buy	+629	New	+$19K	﹤0.01%	2425

Other funds holding CIZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

MSI Financial Services held its VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) position steady in Q4 2016 at 629 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

MSI Financial Services first reported a position in CIZ in Q2 2016 and has held it in 3 quarters since. The position peaked at $19K in Q3 2016. 20 funds tracked by Wall St. Rank hold CIZ as of Q4 2016.

MSI Financial Services held 629 shares of VictoryShares Developed Enhanced Volatility Wtd ETF worth $18K as of Q4 2016.
MSI Financial Services left its VictoryShares Developed Enhanced Volatility Wtd ETF share count unchanged in Q4 2016.
VictoryShares Developed Enhanced Volatility Wtd ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2479 holding.
MSI Financial Services first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q2 2016 and has held it in 3 quarters since.
MSI Financial Services's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $19K in Q3 2016.
20 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q4 2016.

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