MFS
EFFE

MSI Financial Services’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History

MSI Financial Services’s Portfolio EFFE Stock Details EFFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$58K Sell
2,400
-321
-12% -$7.8K ﹤0.01% 1793
2016
Q3 		$67K Buy
2,721
+577
+27% +$14.2K ﹤0.01% 1658
2016
Q2 		$52K Hold
2,144
– – ﹤0.01% 1803
2016
Q1 		$50K Buy
2,144
+367
+21% +$8.22K ﹤0.01% 1739
2015
Q4 		$40K Buy
+1,777
New +$41.6K ﹤0.01% 1867

Other funds holding EFFE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MSI Financial Services reduced its Global X JPMorgan Efficiente Index ETF (EFFE) stake by 12% in Q4 2016, selling an estimated $7.8K and leaving 2,400 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

MSI Financial Services first reported a position in EFFE in Q4 2015 and has held it in 5 quarters since. The position peaked at $67K in Q3 2016. 9 funds tracked by Wall St. Rank hold EFFE as of Q4 2016.

  • MSI Financial Services held 2,400 shares of Global X JPMorgan Efficiente Index ETF worth $58K as of Q4 2016.
  • MSI Financial Services sold 321 Global X JPMorgan Efficiente Index ETF shares in Q4 2016, an estimated $7.8K.
  • Global X JPMorgan Efficiente Index ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1793 holding.
  • MSI Financial Services first reported a position in Global X JPMorgan Efficiente Index ETF in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's Global X JPMorgan Efficiente Index ETF position peaked at $67K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held Global X JPMorgan Efficiente Index ETF as of Q4 2016.

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