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MSI Financial Services’s iShares Global Comm Services ETF IXP Stock Holding History

MSI Financial Services’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$188K Buy
3,192
+331
+12% +$19.4K 0.01% 1119
2016
Q3 		$177K Buy
2,861
+1,398
+96% +$87.8K 0.01% 1125
2016
Q2 		$92K Buy
1,463
+430
+42% +$26.7K ﹤0.01% 1449
2016
Q1 		$64K Sell
1,033
-363
-26% -$21.4K ﹤0.01% 1594
2015
Q4 		$81K Buy
+1,396
New +$82.6K ﹤0.01% 1413
2015
Q3 		– Sell
-350
Closed -$22K – 3260
2015
Q2 		$22K Hold
350
– – ﹤0.01% 1743
2015
Q1 		$21K Sell
350
-350
-50% -$21.7K ﹤0.01% 1785
2014
Q4 		$42K Buy
700
+378
+117% +$23.6K ﹤0.01% 1157
2014
Q3 		$20K Sell
322
-37
-10% -$2.36K ﹤0.01% 1491
2014
Q2 		$23K Sell
359
-691
-66% -$47K ﹤0.01% 1429
2014
Q1 		$70K Buy
1,050
+450
+75% +$29.8K 0.01% 893
2013
Q4 		$41K Buy
+600
New +$40.4K 0.01% 1088

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

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

MSI Financial Services increased its iShares Global Comm Services ETF (IXP) stake by 12% in Q4 2016, buying an estimated $19.4K and bringing the position to 3,192 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #1119.

MSI Financial Services first reported a position in IXP in Q4 2013 and has held it in 12 quarters since. 77 funds tracked by Wall St. Rank hold IXP as of Q4 2016.

  • MSI Financial Services held 3,192 shares of iShares Global Comm Services ETF worth $188K as of Q4 2016.
  • MSI Financial Services bought 331 iShares Global Comm Services ETF shares in Q4 2016, an estimated $19.4K.
  • iShares Global Comm Services ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1119 holding.
  • MSI Financial Services first reported a position in iShares Global Comm Services ETF in Q4 2013 and has held it in 12 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2016.

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