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MSI Financial Services’s Global X Copper Miners ETF NEW COPX Stock Holding History

MSI Financial Services’s Portfolio COPX Stock Details COPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-167
Closed -$4K – 3032
2014
Q4 		$4K Buy
+167
New +$4.01K ﹤0.01% 2186

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RG
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Morgan Stanley
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

MSI Financial Services's COPX Position: Q1 2015 in Review

MSI Financial Services sold out of Global X Copper Miners ETF NEW (COPX) in Q1 2015, closing a stake of 167 shares — an estimated $4K sold.

MSI Financial Services first reported a position in COPX in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 14 funds tracked by Wall St. Rank hold COPX as of Q1 2015.

  • MSI Financial Services reported no remaining Global X Copper Miners ETF NEW position as of Q1 2015 after selling out during the quarter.
  • MSI Financial Services sold 167 Global X Copper Miners ETF NEW shares in Q1 2015, an estimated $4K.
  • MSI Financial Services first reported a position in Global X Copper Miners ETF NEW in Q4 2014 and held it in 1 quarter.
  • MSI Financial Services's Global X Copper Miners ETF NEW position peaked at $4K in Q4 2014.
  • 14 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2015.

Based on MSI Financial Services's 13F filing for Q1 2015, filed 17 Apr 2015.