MFS
CRDT

MSI Financial Services’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History

MSI Financial Services’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$8K Sell
115
-75
-39% -$5.56K ﹤0.01% 2953
2016
Q3 		$14K Buy
190
+65
+52% +$4.92K ﹤0.01% 2621
2016
Q2 		$9K Hold
125
– – ﹤0.01% 2856
2016
Q1 		$9K Buy
+125
New +$8.94K ﹤0.01% 2874

Other funds holding CRDT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

MSI Financial Services reduced its WisdomTree Trust WisdomTree Strategic Corporate Bond Fund (CRDT) stake by 39% in Q4 2016, selling an estimated $5.56K and leaving 115 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

MSI Financial Services first reported a position in CRDT in Q1 2016 and has held it in 4 quarters since. The position peaked at $14K in Q3 2016. 12 funds tracked by Wall St. Rank hold CRDT as of Q4 2016.

  • MSI Financial Services held 115 shares of WisdomTree Trust WisdomTree Strategic Corporate Bond Fund worth $8K as of Q4 2016.
  • MSI Financial Services sold 75 WisdomTree Trust WisdomTree Strategic Corporate Bond Fund shares in Q4 2016, an estimated $5.56K.
  • WisdomTree Trust WisdomTree Strategic Corporate Bond Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2953 holding.
  • MSI Financial Services first reported a position in WisdomTree Trust WisdomTree Strategic Corporate Bond Fund in Q1 2016 and has held it in 4 quarters since.
  • MSI Financial Services's WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position peaked at $14K in Q3 2016.
  • 12 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Strategic Corporate Bond Fund as of Q4 2016.

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