MFS
ICN

MSI Financial Services’s WisdomTree Indian Rupee Strategy Fund ICN Stock Holding History

MSI Financial Services’s Portfolio ICN Stock Details ICN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-125
Closed -$3K – 2772
2014
Q1 		$3K Buy
+125
New +$2.53K ﹤0.01% 2245

Other funds holding ICN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSI Financial Services's ICN Position: Q2 2014 in Review

MSI Financial Services sold out of WisdomTree Indian Rupee Strategy Fund (ICN) in Q2 2014, closing a stake of 125 shares — an estimated $3K sold.

MSI Financial Services first reported a position in ICN in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 9 funds tracked by Wall St. Rank hold ICN as of Q2 2014.

  • MSI Financial Services reported no remaining WisdomTree Indian Rupee Strategy Fund position as of Q2 2014 after selling out during the quarter.
  • MSI Financial Services sold 125 WisdomTree Indian Rupee Strategy Fund shares in Q2 2014, an estimated $3K.
  • MSI Financial Services first reported a position in WisdomTree Indian Rupee Strategy Fund in Q1 2014 and held it in 1 quarter.
  • MSI Financial Services's WisdomTree Indian Rupee Strategy Fund position peaked at $3K in Q1 2014.
  • 9 funds tracked by Wall St. Rank held WisdomTree Indian Rupee Strategy Fund as of Q2 2014.

Based on MSI Financial Services's 13F filing for Q2 2014, filed 4 Aug 2014.