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MSI Financial Services’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

MSI Financial Services’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$291K Buy
16,041
+1,122
+8% +$20.3K 0.01% 926
2016
Q3 		$272K Sell
14,919
-9,625
-39% -$172K 0.01% 918
2016
Q2 		$421K Buy
+24,544
New +$428K 0.02% 705

Other funds holding HFXI

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

MSI Financial Services increased its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 7.5% in Q4 2016, buying an estimated $20.3K and bringing the position to 16,041 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #926.

MSI Financial Services first reported a position in HFXI in Q2 2016 and has held it in 3 quarters since. The position peaked at $421K in Q2 2016. 10 funds tracked by Wall St. Rank hold HFXI as of Q4 2016.

  • MSI Financial Services held 16,041 shares of NYLI FTSE International Equity Currency Neutral ETF worth $291K as of Q4 2016.
  • MSI Financial Services bought 1,122 NYLI FTSE International Equity Currency Neutral ETF shares in Q4 2016, an estimated $20.3K.
  • NYLI FTSE International Equity Currency Neutral ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #926 holding.
  • MSI Financial Services first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2016 and has held it in 3 quarters since.
  • MSI Financial Services's NYLI FTSE International Equity Currency Neutral ETF position peaked at $421K in Q2 2016.
  • 10 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q4 2016.

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