MSI Financial Services’s VanEck Vectors Solar Energy ETF KWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-30	Closed	-$1K	–	4218
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	3829
2016 Q2	$1K	Hold	30	–	–	﹤0.01%	3871
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	3905
2015 Q4	$2K	Buy	+30	New	+$1.77K	﹤0.01%	3556
2014 Q2	–	Sell	-190	Closed	-$16K	–	2721
2014 Q1	$16K	Sell	190 -460	-71%	-$38.7K	﹤0.01%	1541
2013 Q4	$47K	Buy	+650	New	+$47K	0.01%	1027

Other funds holding KWT

Jane Street New York $777B AUM 61.18% 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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

MSI Financial Services sold out of VanEck Vectors Solar Energy ETF (KWT) in Q4 2016, closing a stake of 30 shares — an estimated $1K sold.

MSI Financial Services first reported a position in KWT in Q4 2013 and held it in 6 quarters. The position peaked at $47K in Q4 2013. 16 funds tracked by Wall St. Rank hold KWT as of Q4 2016.

MSI Financial Services reported no remaining VanEck Vectors Solar Energy ETF position as of Q4 2016 after selling out during the quarter.
MSI Financial Services sold 30 VanEck Vectors Solar Energy ETF shares in Q4 2016, an estimated $1K.
MSI Financial Services first reported a position in VanEck Vectors Solar Energy ETF in Q4 2013 and held it in 6 quarters.
MSI Financial Services's VanEck Vectors Solar Energy ETF position peaked at $47K in Q4 2013.
16 funds tracked by Wall St. Rank held VanEck Vectors Solar Energy ETF as of Q4 2016.

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