MSI Financial Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$122K	Sell	1,515 -583	-28%	-$46.1K	﹤0.01%	1345
2016 Q3	$167K	Buy	2,098 +1,047	+100%	+$84.6K	0.01%	1145
2016 Q2	$84K	Buy	1,051 +121	+13%	+$9.4K	﹤0.01%	1496
2016 Q1	$71K	Buy	+930	New	+$67.1K	﹤0.01%	1533

Other funds holding LGLV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LTFS

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

MSI Financial Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 28% in Q4 2016, selling an estimated $46.1K and leaving 1,515 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

MSI Financial Services first reported a position in LGLV in Q1 2016 and has held it in 4 quarters since. The position peaked at $167K in Q3 2016. 19 funds tracked by Wall St. Rank hold LGLV as of Q4 2016.

MSI Financial Services held 1,515 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $122K as of Q4 2016.
MSI Financial Services sold 583 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2016, an estimated $46.1K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1345 holding.
MSI Financial Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2016 and has held it in 4 quarters since.
MSI Financial Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $167K in Q3 2016.
19 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2016.

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