MSI Financial Services’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-200	Closed	-$10K	–	2740
2014 Q1	$10K	Hold	200	–	–	﹤0.01%	1762
2013 Q4	$10K	Hold	200	–	–	﹤0.01%	1718
2013 Q3	$10K	Hold	200	–	–	﹤0.01%	1480
2013 Q2	$10K	Buy	+200	New	+$10.3K	﹤0.01%	1566

Other funds holding MUAC

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MSI Financial Services sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q2 2014, closing a stake of 200 shares — an estimated $10K sold.

MSI Financial Services first reported a position in MUAC in Q2 2013 and held it in 4 quarters. The position peaked at $10K in Q1 2014. 24 funds tracked by Wall St. Rank hold MUAC as of Q2 2014.

MSI Financial Services reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q2 2014 after selling out during the quarter.
MSI Financial Services sold 200 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q2 2014, an estimated $10K.
MSI Financial Services first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q2 2013 and held it in 4 quarters.
MSI Financial Services's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $10K in Q1 2014.
24 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q2 2014.

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