MFS
CSP

MSI Financial Services’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

MSI Financial Services’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-675
Closed -$5K – 2857
2014
Q2 		$5K Sell
675
-1,600
-70% -$11.6K ﹤0.01% 2117
2014
Q1 		$16K Buy
+2,275
New +$15.6K ﹤0.01% 1542

MSI Financial Services's CSP Position: Q3 2014 in Review

MSI Financial Services sold out of AMER STRATEGIC INCM PTFL-III (CSP) in Q3 2014, closing a stake of 675 shares — an estimated $5K sold.

MSI Financial Services first reported a position in CSP in Q1 2014 and held it in 2 quarters. The position peaked at $16K in Q1 2014. 0 funds tracked by Wall St. Rank hold CSP as of Q3 2014.

  • MSI Financial Services reported no remaining AMER STRATEGIC INCM PTFL-III position as of Q3 2014 after selling out during the quarter.
  • MSI Financial Services sold 675 AMER STRATEGIC INCM PTFL-III shares in Q3 2014, an estimated $5K.
  • MSI Financial Services first reported a position in AMER STRATEGIC INCM PTFL-III in Q1 2014 and held it in 2 quarters.
  • MSI Financial Services's AMER STRATEGIC INCM PTFL-III position peaked at $16K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held AMER STRATEGIC INCM PTFL-III as of Q3 2014.

Based on MSI Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.