MFS
FIVZ

MSI Financial Services’s PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF FIVZ Stock Holding History

MSI Financial Services’s Portfolio FIVZ Stock Details FIVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-710
Closed -$57K – 4140
2015
Q3 		$57K Buy
+710
New +$56.9K ﹤0.01% 1160
2013
Q4 		– Sell
-484
Closed -$38K – 2677
2013
Q3 		$38K Sell
484
-5,996
-93% -$474K 0.01% 970
2013
Q2 		$513K Buy
+6,480
New +$523K 0.1% 227

MSI Financial Services's FIVZ Position: Q4 2015 in Review

MSI Financial Services sold out of PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF (FIVZ) in Q4 2015, closing a stake of 710 shares — an estimated $57K sold.

MSI Financial Services first reported a position in FIVZ in Q2 2013 and held it in 3 quarters. The position peaked at $513K in Q2 2013. 0 funds tracked by Wall St. Rank hold FIVZ as of Q4 2015.

  • MSI Financial Services reported no remaining PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF position as of Q4 2015 after selling out during the quarter.
  • MSI Financial Services sold 710 PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF shares in Q4 2015, an estimated $57K.
  • MSI Financial Services first reported a position in PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF in Q2 2013 and held it in 3 quarters.
  • MSI Financial Services's PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF position peaked at $513K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF as of Q4 2015.

Based on MSI Financial Services's 13F filing for Q4 2015, filed 4 Feb 2016.