MFS
MONY

MSI Financial Services’s ISHARES TR FINLS BD ETF MONY Stock Holding History

MSI Financial Services’s Portfolio MONY Stock Details MONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-237
Closed -$12K – 3555
2015
Q2 		$12K Sell
237
-99
-29% -$5.35K ﹤0.01% 2059
2015
Q1 		$19K Buy
336
+2
+0.6% +$109 ﹤0.01% 1844
2014
Q4 		$18K Buy
334
+1
+0.3% +$54 ﹤0.01% 1577
2014
Q3 		$18K Sell
333
-189
-36% -$10K ﹤0.01% 1552
2014
Q2 		$28K Buy
522
+361
+224% +$19K ﹤0.01% 1356
2014
Q1 		$8K Hold
161
– – ﹤0.01% 1849
2013
Q4 		$8K Sell
161
-151
-48% -$7.76K ﹤0.01% 1807
2013
Q3 		$16K Sell
312
-237
-43% -$12K ﹤0.01% 1301
2013
Q2 		$28K Buy
+549
New +$28.8K 0.01% 1118

MSI Financial Services's MONY Position: Q3 2015 in Review

MSI Financial Services sold out of ISHARES TR FINLS BD ETF (MONY) in Q3 2015, closing a stake of 237 shares — an estimated $12K sold.

MSI Financial Services first reported a position in MONY in Q2 2013 and held it in 9 quarters. The position peaked at $28K in Q2 2014. 0 funds tracked by Wall St. Rank hold MONY as of Q3 2015.

  • MSI Financial Services reported no remaining ISHARES TR FINLS BD ETF position as of Q3 2015 after selling out during the quarter.
  • MSI Financial Services sold 237 ISHARES TR FINLS BD ETF shares in Q3 2015, an estimated $12K.
  • MSI Financial Services first reported a position in ISHARES TR FINLS BD ETF in Q2 2013 and held it in 9 quarters.
  • MSI Financial Services's ISHARES TR FINLS BD ETF position peaked at $28K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TR FINLS BD ETF as of Q3 2015.

Based on MSI Financial Services's 13F filing for Q3 2015, filed 28 Oct 2015.