MFS
IPW

MSI Financial Services’s SPDR S&P International Energy Sector IPW Stock Holding History

MSI Financial Services’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$13K Hold
675
– – ﹤0.01% 2690
2016
Q3 		$12K Hold
675
– – ﹤0.01% 2720
2016
Q2 		$12K Buy
+675
New +$11.4K ﹤0.01% 2698

Other funds holding IPW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MSI Financial Services held its SPDR S&P International Energy Sector (IPW) position steady in Q4 2016 at 675 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

MSI Financial Services first reported a position in IPW in Q2 2016 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold IPW as of Q4 2016.

  • MSI Financial Services held 675 shares of SPDR S&P International Energy Sector worth $13K as of Q4 2016.
  • MSI Financial Services left its SPDR S&P International Energy Sector share count unchanged in Q4 2016.
  • SPDR S&P International Energy Sector made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2690 holding.
  • MSI Financial Services first reported a position in SPDR S&P International Energy Sector in Q2 2016 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q4 2016.

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