MSI Financial Services’s POWERSHARES KBW INS PORT KBWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-2,683	Closed	-$173K	–	2724
2014 Q1	$173K	Buy	2,683 +266	+11%	+$16.9K	0.02%	575
2013 Q4	$160K	Buy	2,417 +116	+5%	+$7.31K	0.02%	584
2013 Q3	$134K	Buy	+2,301	New	+$133K	0.02%	576

Other funds holding KBWI

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

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

MSI Financial Services's KBWI Position: Q2 2014 in Review

MSI Financial Services sold out of POWERSHARES KBW INS PORT (KBWI) in Q2 2014, closing a stake of 2,683 shares — an estimated $173K sold.

MSI Financial Services first reported a position in KBWI in Q3 2013 and held it in 3 quarters. The position peaked at $173K in Q1 2014. 7 funds tracked by Wall St. Rank hold KBWI as of Q2 2014.

MSI Financial Services reported no remaining POWERSHARES KBW INS PORT position as of Q2 2014 after selling out during the quarter.
MSI Financial Services sold 2,683 POWERSHARES KBW INS PORT shares in Q2 2014, an estimated $173K.
MSI Financial Services first reported a position in POWERSHARES KBW INS PORT in Q3 2013 and held it in 3 quarters.
MSI Financial Services's POWERSHARES KBW INS PORT position peaked at $173K in Q1 2014.
7 funds tracked by Wall St. Rank held POWERSHARES KBW INS PORT as of Q2 2014.

Based on MSI Financial Services's 13F filing for Q2 2014, filed 4 Aug 2014.