MSI Financial Services’s iPath US Treasury 5-year Bull ETN DFVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$8K Sell
120
-112
-48% -$7.31K ﹤0.01% 2958
2016
Q3
$16K Buy
+232
New +$16.9K ﹤0.01% 2538

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

MSI Financial Services reduced its iPath US Treasury 5-year Bull ETN (DFVL) stake by 48% in Q4 2016, selling an estimated $7.31K and leaving 120 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

MSI Financial Services first reported a position in DFVL in Q3 2016 and has held it in 2 quarters since. The position peaked at $16K in Q3 2016. 2 funds tracked by Wall St. Rank hold DFVL as of Q4 2016.

  • MSI Financial Services held 120 shares of iPath US Treasury 5-year Bull ETN worth $8K as of Q4 2016.
  • MSI Financial Services sold 112 iPath US Treasury 5-year Bull ETN shares in Q4 2016, an estimated $7.31K.
  • iPath US Treasury 5-year Bull ETN made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2958 holding.
  • MSI Financial Services first reported a position in iPath US Treasury 5-year Bull ETN in Q3 2016 and has held it in 2 quarters since.
  • MSI Financial Services's iPath US Treasury 5-year Bull ETN position peaked at $16K in Q3 2016.
  • 2 funds tracked by Wall St. Rank held iPath US Treasury 5-year Bull ETN as of Q4 2016.

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