MSI Financial Services’s Federated Premier Intermediate M FPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$11K	Buy	863 +10	+1%	+$131	﹤0.01%	2781
2016 Q3	$12K	Buy	853 +10	+1%	+$143	﹤0.01%	2719
2016 Q2	$12K	Buy	843 +81	+11%	+$1.15K	﹤0.01%	2693
2016 Q1	$11K	Buy	762 +9	+1%	+$123	﹤0.01%	2724
2015 Q4	$10K	Buy	+753	New	+$9.98K	﹤0.01%	2741
2015 Q2	–	Sell	-2,569	Closed	-$33K	–	3464
2015 Q1	$33K	Hold	2,569	–	–	﹤0.01%	1552
2014 Q4	$33K	Buy	2,569 +529	+26%	+$6.75K	﹤0.01%	1277
2014 Q3	$26K	Hold	2,040	–	–	﹤0.01%	1400
2014 Q2	$27K	Hold	2,040	–	–	﹤0.01%	1379
2014 Q1	$26K	Hold	2,040	–	–	﹤0.01%	1330
2013 Q4	$25K	Hold	2,040	–	–	﹤0.01%	1301
2013 Q3	$26K	Hold	2,040	–	–	﹤0.01%	1125
2013 Q2	$27K	Buy	+2,040	New	+$27.9K	0.01%	1127

Other funds holding FPT

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

MSI Financial Services increased its Federated Premier Intermediate M (FPT) stake by 1.2% in Q4 2016, buying an estimated $131 and bringing the position to 863 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

MSI Financial Services first reported a position in FPT in Q2 2013 and has held it in 13 quarters since. The position peaked at $33K in Q1 2015. 25 funds tracked by Wall St. Rank hold FPT as of Q4 2016.

MSI Financial Services held 863 shares of Federated Premier Intermediate M worth $11K as of Q4 2016.
MSI Financial Services bought 10 Federated Premier Intermediate M shares in Q4 2016, an estimated $131.
Federated Premier Intermediate M made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2781 holding.
MSI Financial Services first reported a position in Federated Premier Intermediate M in Q2 2013 and has held it in 13 quarters since.
MSI Financial Services's Federated Premier Intermediate M position peaked at $33K in Q1 2015.
25 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q4 2016.

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