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MSI Financial Services’s ALPS Equal Sector Weight ETF EQL Stock Holding History

MSI Financial Services’s Portfolio EQL Stock Details EQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$95K Hold
4,752
– – ﹤0.01% 1478
2016
Q3 		$94K Buy
4,752
+603
+15% +$11.9K ﹤0.01% 1450
2016
Q2 		$80K Hold
4,149
– – ﹤0.01% 1528
2016
Q1 		$78K Sell
4,149
-150
-3% -$2.65K ﹤0.01% 1478
2015
Q4 		$78K Buy
4,299
+1,749
+69% +$32.3K ﹤0.01% 1436
2015
Q3 		$44K Sell
2,550
-1,950
-43% -$35.7K ﹤0.01% 1274
2015
Q2 		$84K Hold
4,500
– – 0.01% 1062
2015
Q1 		$85K Buy
4,500
+1,200
+36% +$22.8K 0.01% 1079
2014
Q4 		$62K Buy
3,300
+1,200
+57% +$22.2K 0.01% 992
2014
Q3 		$38K Hold
2,100
– – ﹤0.01% 1200
2014
Q2 		$38K Buy
2,100
+300
+17% +$5.31K 0.01% 1208
2014
Q1 		$31K Hold
1,800
– – ﹤0.01% 1252
2013
Q4 		$31K Hold
1,800
– – ﹤0.01% 1202
2013
Q3 		$28K Hold
1,800
– – ﹤0.01% 1081
2013
Q2 		$27K Buy
+1,800
New +$27.1K 0.01% 1120

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MSI Financial Services held its ALPS Equal Sector Weight ETF (EQL) position steady in Q4 2016 at 4,752 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

MSI Financial Services first reported a position in EQL in Q2 2013 and has held it in 15 quarters since. 30 funds tracked by Wall St. Rank hold EQL as of Q4 2016.

  • MSI Financial Services held 4,752 shares of ALPS Equal Sector Weight ETF worth $95K as of Q4 2016.
  • MSI Financial Services left its ALPS Equal Sector Weight ETF share count unchanged in Q4 2016.
  • ALPS Equal Sector Weight ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1478 holding.
  • MSI Financial Services first reported a position in ALPS Equal Sector Weight ETF in Q2 2013 and has held it in 15 quarters since.
  • 30 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2016.

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