MFS
EQLT

MSI Financial Services’s Workplace Equality Portfolio EQLT Stock Holding History

MSI Financial Services’s Portfolio EQLT Stock Details EQLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$12K Sell
407
-42
-9% -$1.25K ﹤0.01% 2733
2016
Q3 		$13K Hold
449
– – ﹤0.01% 2672
2016
Q2 		$12K Hold
449
– – ﹤0.01% 2687
2016
Q1 		$12K Buy
+449
New +$11.4K ﹤0.01% 2659

Other funds holding EQLT

DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

MSI Financial Services reduced its Workplace Equality Portfolio (EQLT) stake by 9.4% in Q4 2016, selling an estimated $1.25K and leaving 407 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

MSI Financial Services first reported a position in EQLT in Q1 2016 and has held it in 4 quarters since. The position peaked at $13K in Q3 2016. 11 funds tracked by Wall St. Rank hold EQLT as of Q4 2016.

  • MSI Financial Services held 407 shares of Workplace Equality Portfolio worth $12K as of Q4 2016.
  • MSI Financial Services sold 42 Workplace Equality Portfolio shares in Q4 2016, an estimated $1.25K.
  • Workplace Equality Portfolio made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2733 holding.
  • MSI Financial Services first reported a position in Workplace Equality Portfolio in Q1 2016 and has held it in 4 quarters since.
  • MSI Financial Services's Workplace Equality Portfolio position peaked at $13K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held Workplace Equality Portfolio as of Q4 2016.

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