MSI Financial Services’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	3603
2016 Q3	$2K	Sell	100 -209	-68%	-$5.11K	﹤0.01%	3627
2016 Q2	$8K	Buy	309 +100	+48%	+$2.48K	﹤0.01%	2927
2016 Q1	$5K	Hold	209	–	–	﹤0.01%	3215
2015 Q4	$5K	Hold	209	–	–	﹤0.01%	3143
2015 Q3	$5K	Hold	209	–	–	﹤0.01%	2468
2015 Q2	$5K	Buy	+209	New	+$5.36K	﹤0.01%	2497
2014 Q2	–	Sell	-392	Closed	-$10K	–	2764
2014 Q1	$10K	Buy	+392	New	+$9.95K	﹤0.01%	1767

Other funds holding CYB

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

MSI Financial Services held its WisdomTree Chinese Yuan Strategy Fund (CYB) position steady in Q4 2016 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3603.

MSI Financial Services first reported a position in CYB in Q1 2014 and has held it in 8 quarters since. The position peaked at $10K in Q1 2014. 17 funds tracked by Wall St. Rank hold CYB as of Q4 2016.

MSI Financial Services held 100 shares of WisdomTree Chinese Yuan Strategy Fund worth $2K as of Q4 2016.
MSI Financial Services left its WisdomTree Chinese Yuan Strategy Fund share count unchanged in Q4 2016.
WisdomTree Chinese Yuan Strategy Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3603 holding.
MSI Financial Services first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q1 2014 and has held it in 8 quarters since.
MSI Financial Services's WisdomTree Chinese Yuan Strategy Fund position peaked at $10K in Q1 2014.
17 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q4 2016.

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