MSI Financial Services’s New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock NYMTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$2K	Hold	81	–	–	﹤0.01%	3570
2016 Q3	$2K	Hold	81	–	–	﹤0.01%	3577
2016 Q2	$2K	Buy	+81	New	+$1.75K	﹤0.01%	3593

Other funds holding NYMTO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

UCFA

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

MSI Financial Services held its New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock (NYMTO) position steady in Q4 2016 at 81 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3570.

MSI Financial Services first reported a position in NYMTO in Q2 2016 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold NYMTO as of Q4 2016.

MSI Financial Services held 81 shares of New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock worth $2K as of Q4 2016.
MSI Financial Services left its New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock share count unchanged in Q4 2016.
New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3570 holding.
MSI Financial Services first reported a position in New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock in Q2 2016 and has held it in 3 quarters since.
14 funds tracked by Wall St. Rank held New York Mortgage Trust, Inc. 7.875% Series C Cumulative Redeemable Preferred Stock as of Q4 2016.

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