MFS
CSI

MSI Financial Services’s Cutwater Select Income Fund CSI Stock Holding History

MSI Financial Services’s Portfolio CSI Stock Details CSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-400
Closed -$7K – 4222
2015
Q4 		$7K Buy
+400
New +$7.55K ﹤0.01% 2947

Other funds holding CSI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

MSI Financial Services's CSI Position: Q1 2016 in Review

MSI Financial Services sold out of Cutwater Select Income Fund (CSI) in Q1 2016, closing a stake of 400 shares — an estimated $7K sold.

MSI Financial Services first reported a position in CSI in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 31 funds tracked by Wall St. Rank hold CSI as of Q1 2016.

  • MSI Financial Services reported no remaining Cutwater Select Income Fund position as of Q1 2016 after selling out during the quarter.
  • MSI Financial Services sold 400 Cutwater Select Income Fund shares in Q1 2016, an estimated $7K.
  • MSI Financial Services first reported a position in Cutwater Select Income Fund in Q4 2015 and held it in 1 quarter.
  • MSI Financial Services's Cutwater Select Income Fund position peaked at $7K in Q4 2015.
  • 31 funds tracked by Wall St. Rank held Cutwater Select Income Fund as of Q1 2016.

Based on MSI Financial Services's 13F filing for Q1 2016, filed 22 Apr 2016.