MFS
IRY

MSI Financial Services’s SPDR S&P International Health Care Sector IRY Stock Holding History

MSI Financial Services’s Portfolio IRY Stock Details IRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,993
Closed -$143K – 4253
2016
Q3 		$143K Buy
2,993
+319
+12% +$15.5K ﹤0.01% 1229
2016
Q2 		$130K Buy
2,674
+247
+10% +$11.8K ﹤0.01% 1266
2016
Q1 		$113K Sell
2,427
-28
-1% -$1.31K ﹤0.01% 1278
2015
Q4 		$124K Sell
2,455
-610
-20% -$30.2K 0.01% 1181
2015
Q3 		$148K Sell
3,065
-54
-2% -$2.83K 0.01% 754
2015
Q2 		$160K Sell
3,119
-113
-3% -$5.99K 0.01% 803
2015
Q1 		$167K Buy
+3,232
New +$161K 0.01% 802
2014
Q4 		– Sell
-624
Closed -$31K – 2964
2014
Q3 		$31K Hold
624
– – ﹤0.01% 1309
2014
Q2 		$31K Buy
624
+4
+0.6% +$191 ﹤0.01% 1317
2014
Q1 		$29K Buy
620
+5
+0.8% +$230 ﹤0.01% 1289
2013
Q4 		$28K Buy
615
+2
+0.3% +$86 ﹤0.01% 1256
2013
Q3 		$26K Hold
613
– – ﹤0.01% 1126
2013
Q2 		$24K Buy
+613
New +$24.8K ﹤0.01% 1179

Other funds holding IRY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MSI Financial Services sold out of SPDR S&P International Health Care Sector (IRY) in Q4 2016, closing a stake of 2,993 shares — an estimated $143K sold.

MSI Financial Services first reported a position in IRY in Q2 2013 and held it in 13 quarters. The position peaked at $167K in Q1 2015. 23 funds tracked by Wall St. Rank hold IRY as of Q4 2016.

  • MSI Financial Services reported no remaining SPDR S&P International Health Care Sector position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 2,993 SPDR S&P International Health Care Sector shares in Q4 2016, an estimated $143K.
  • MSI Financial Services first reported a position in SPDR S&P International Health Care Sector in Q2 2013 and held it in 13 quarters.
  • MSI Financial Services's SPDR S&P International Health Care Sector position peaked at $167K in Q1 2015.
  • 23 funds tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q4 2016.

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