MSI Financial Services’s iShares MSCI New Zealand ETF ENZL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$81K	Buy	2,028 +958	+90%	+$40.7K	﹤0.01%	1569
2016 Q3	$50K	Sell	1,070 -83	-7%	-$3.82K	﹤0.01%	1826
2016 Q2	$50K	Hold	1,153	–	–	﹤0.01%	1813
2016 Q1	$47K	Hold	1,153	–	–	﹤0.01%	1765
2015 Q4	$43K	Buy	1,153 +45	+4%	+$1.6K	﹤0.01%	1810
2015 Q3	$35K	Hold	1,108	–	–	﹤0.01%	1401
2015 Q2	$38K	Buy	1,108 +263	+31%	+$10.3K	﹤0.01%	1460
2015 Q1	$34K	Buy	+845	New	+$33.8K	﹤0.01%	1522
2013 Q3	–	Sell	-35	Closed	-$1K	–	2168
2013 Q2	$1K	Buy	+35	New	+$1.29K	﹤0.01%	2226

Other funds holding ENZL

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

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

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

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

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

WOA

Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIA

Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

MSI Financial Services increased its iShares MSCI New Zealand ETF (ENZL) stake by 90% in Q4 2016, buying an estimated $40.7K and bringing the position to 2,028 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

MSI Financial Services first reported a position in ENZL in Q2 2013 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold ENZL as of Q4 2016.

MSI Financial Services held 2,028 shares of iShares MSCI New Zealand ETF worth $81K as of Q4 2016.
MSI Financial Services bought 958 iShares MSCI New Zealand ETF shares in Q4 2016, an estimated $40.7K.
iShares MSCI New Zealand ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1569 holding.
MSI Financial Services first reported a position in iShares MSCI New Zealand ETF in Q2 2013 and has held it in 9 quarters since.
51 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2016.

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