MFS
IST

MSI Financial Services’s SPDR S&P International Telecommunications Sector IST Stock Holding History

MSI Financial Services’s Portfolio IST Stock Details IST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$17K Hold
750
– – ﹤0.01% 2520
2016
Q3 		$19K Hold
750
– – ﹤0.01% 2429
2016
Q2 		$19K Buy
+750
New +$19K ﹤0.01% 2388

Other funds holding IST

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

MSI Financial Services held its SPDR S&P International Telecommunications Sector (IST) position steady in Q4 2016 at 750 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

MSI Financial Services first reported a position in IST in Q2 2016 and has held it in 3 quarters since. The position peaked at $19K in Q3 2016. 14 funds tracked by Wall St. Rank hold IST as of Q4 2016.

  • MSI Financial Services held 750 shares of SPDR S&P International Telecommunications Sector worth $17K as of Q4 2016.
  • MSI Financial Services left its SPDR S&P International Telecommunications Sector share count unchanged in Q4 2016.
  • SPDR S&P International Telecommunications Sector made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2520 holding.
  • MSI Financial Services first reported a position in SPDR S&P International Telecommunications Sector in Q2 2016 and has held it in 3 quarters since.
  • MSI Financial Services's SPDR S&P International Telecommunications Sector position peaked at $19K in Q3 2016.
  • 14 funds tracked by Wall St. Rank held SPDR S&P International Telecommunications Sector as of Q4 2016.

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