MSI Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$47K	Buy	1,491 +360	+32%	+$11.2K	﹤0.01%	1907
2016 Q3	$36K	Buy	1,131 +138	+14%	+$4.51K	﹤0.01%	2021
2016 Q2	$34K	Hold	993	–	–	﹤0.01%	2039
2016 Q1	$32K	Buy	993 +943	+1,886%	+$27.9K	﹤0.01%	2021
2015 Q4	$1K	Hold	50	–	–	﹤0.01%	3616
2015 Q3	$1K	Buy	+50	New	+$1.37K	﹤0.01%	2950

Other funds holding FUTY

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

MSI Financial Services increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 32% in Q4 2016, buying an estimated $11.2K and bringing the position to 1,491 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

MSI Financial Services first reported a position in FUTY in Q3 2015 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold FUTY as of Q4 2016.

MSI Financial Services held 1,491 shares of Fidelity MSCI Utilities Index ETF worth $47K as of Q4 2016.
MSI Financial Services bought 360 Fidelity MSCI Utilities Index ETF shares in Q4 2016, an estimated $11.2K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1907 holding.
MSI Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2015 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2016.

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