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MSI Financial Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

MSI Financial Services’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$147K Buy
+2,637
New +$139K ﹤0.01% 1252
2016
Q1 		– Sell
-201
Closed -$10K – 4019
2015
Q4 		$10K Buy
+201
New +$9.64K ﹤0.01% 2705

Other funds holding KBWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MSI Financial Services opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2016: 2,637 shares worth $147K. The stake represents ﹤0.01% of the portfolio and ranks #1252 among its holdings. This is a return to the name: MSI Financial Services previously reported a position in KBWP as recently as Q4 2015.

MSI Financial Services first reported a position in KBWP in Q4 2015 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold KBWP as of Q4 2016.

  • MSI Financial Services held 2,637 shares of Invesco KBW Property & Casualty Insurance ETF worth $147K as of Q4 2016.
  • Invesco KBW Property & Casualty Insurance ETF was a new MSI Financial Services position in Q4 2016.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1252 holding.
  • MSI Financial Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2015 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2016.

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