MSI Financial Services’s ISHARES TR INDLS BD ETF ENGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-1,063
Closed -$52K 3551
2015
Q2
$52K Buy
1,063
+605
+132% +$30.2K ﹤0.01% 1294
2015
Q1
$23K Buy
458
+3
+0.7% +$153 ﹤0.01% 1748
2014
Q4
$23K Buy
455
+4
+0.9% +$199 ﹤0.01% 1468
2014
Q3
$23K Buy
451
+3
+0.7% +$151 ﹤0.01% 1447
2014
Q2
$23K Buy
+448
New +$22.3K ﹤0.01% 1444

MSI Financial Services's ENGN Position: Q3 2015 in Review

MSI Financial Services sold out of ISHARES TR INDLS BD ETF (ENGN) in Q3 2015, closing a stake of 1,063 shares — an estimated $52K sold.

MSI Financial Services first reported a position in ENGN in Q2 2014 and held it in 5 quarters. The position peaked at $52K in Q2 2015. 0 funds tracked by Wall St. Rank hold ENGN as of Q3 2015.

  • MSI Financial Services reported no remaining ISHARES TR INDLS BD ETF position as of Q3 2015 after selling out during the quarter.
  • MSI Financial Services sold 1,063 ISHARES TR INDLS BD ETF shares in Q3 2015, an estimated $52K.
  • MSI Financial Services first reported a position in ISHARES TR INDLS BD ETF in Q2 2014 and held it in 5 quarters.
  • MSI Financial Services's ISHARES TR INDLS BD ETF position peaked at $52K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held ISHARES TR INDLS BD ETF as of Q3 2015.

Based on MSI Financial Services's 13F filing for Q3 2015, filed 28 Oct 2015.