MFS
DBU

MSI Financial Services’s WISDOMTREE GLOBAL EX-US UTILITY FND (DE) DBU Stock Holding History

MSI Financial Services’s Portfolio DBU Stock Details DBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-858
Closed -$14K – 4297
2016
Q2 		$14K Hold
858
– – ﹤0.01% 2590
2016
Q1 		$14K Buy
858
+224
+35% +$3.34K ﹤0.01% 2576
2015
Q4 		$10K Hold
634
– – ﹤0.01% 2742
2015
Q3 		$10K Hold
634
– – ﹤0.01% 2108
2015
Q2 		$11K Buy
634
+43
+7% +$798 ﹤0.01% 2116
2015
Q1 		$10K Hold
591
– – ﹤0.01% 2175
2014
Q4 		$11K Hold
591
– – ﹤0.01% 1807
2014
Q3 		$11K Hold
591
– – ﹤0.01% 1803
2014
Q2 		$12K Hold
591
– – ﹤0.01% 1743
2014
Q1 		$12K Hold
591
– – ﹤0.01% 1681
2013
Q4 		$11K Sell
591
-6,713
-92% -$124K ﹤0.01% 1676
2013
Q3 		$133K Buy
7,304
+6,713
+1,136% +$119K 0.02% 578
2013
Q2 		$10K Buy
+591
New +$10.9K ﹤0.01% 1570

MSI Financial Services's DBU Position: Q3 2016 in Review

MSI Financial Services sold out of WISDOMTREE GLOBAL EX-US UTILITY FND (DE) (DBU) in Q3 2016, closing a stake of 858 shares — an estimated $14K sold.

MSI Financial Services first reported a position in DBU in Q2 2013 and held it in 13 quarters. The position peaked at $133K in Q3 2013. 0 funds tracked by Wall St. Rank hold DBU as of Q3 2016.

  • MSI Financial Services reported no remaining WISDOMTREE GLOBAL EX-US UTILITY FND (DE) position as of Q3 2016 after selling out during the quarter.
  • MSI Financial Services sold 858 WISDOMTREE GLOBAL EX-US UTILITY FND (DE) shares in Q3 2016, an estimated $14K.
  • MSI Financial Services first reported a position in WISDOMTREE GLOBAL EX-US UTILITY FND (DE) in Q2 2013 and held it in 13 quarters.
  • MSI Financial Services's WISDOMTREE GLOBAL EX-US UTILITY FND (DE) position peaked at $133K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held WISDOMTREE GLOBAL EX-US UTILITY FND (DE) as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.