MSI Financial Services’s iShares Russell Top 200 ETF IWL Stock Holding History

MSI Financial Services’s Portfolio IWL Stock Details IWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$32K	Buy	622 +63	+11%	+$3.14K	﹤0.01%	2128
2016 Q3	$28K	Buy	559 +3	+0.5%	+$147	﹤0.01%	2172
2016 Q2	$27K	Buy	556 +218	+64%	+$10.3K	﹤0.01%	2165
2016 Q1	$16K	Hold	338	–	–	﹤0.01%	2445
2015 Q4	$16K	Hold	338	–	–	﹤0.01%	2442
2015 Q3	$15K	Sell	338 -1,295	-79%	-$59.9K	﹤0.01%	1862
2015 Q2	$77K	Sell	1,633 -2,959	-64%	-$141K	0.01%	1101
2015 Q1	$215K	Buy	4,592 +1,613	+54%	+$75.6K	0.02%	710
2014 Q4	$141K	Hold	2,979	–	–	0.02%	683
2014 Q3	$134K	Buy	2,979 +767	+35%	+$34.5K	0.02%	710
2014 Q2	$99K	Buy	2,212 +225	+11%	+$9.73K	0.01%	814
2014 Q1	$84K	Buy	1,987 +300	+18%	+$12.5K	0.01%	823
2013 Q4	$71K	Buy	1,687 +386	+30%	+$15.6K	0.01%	867
2013 Q3	$50K	Buy	+1,301	New	+$49.5K	0.01%	870

Other funds holding IWL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

CJA

C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return

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

MSI Financial Services increased its iShares Russell Top 200 ETF (IWL) stake by 11% in Q4 2016, buying an estimated $3.14K and bringing the position to 622 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

MSI Financial Services first reported a position in IWL in Q3 2013 and has held it in 14 quarters since. The position peaked at $215K in Q1 2015. 31 funds tracked by Wall St. Rank hold IWL as of Q4 2016.

MSI Financial Services held 622 shares of iShares Russell Top 200 ETF worth $32K as of Q4 2016.
MSI Financial Services bought 63 iShares Russell Top 200 ETF shares in Q4 2016, an estimated $3.14K.
iShares Russell Top 200 ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2128 holding.
MSI Financial Services first reported a position in iShares Russell Top 200 ETF in Q3 2013 and has held it in 14 quarters since.
MSI Financial Services's iShares Russell Top 200 ETF position peaked at $215K in Q1 2015.
31 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2016.

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