MSI Financial Services’s FIRST TRUST ISE GLOBAL PLATINUM INDEX FD PLTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-700	Closed	-$7K	–	3253
2014 Q4	$7K	Hold	700	–	–	﹤0.01%	2041
2014 Q3	$8K	Hold	700	–	–	﹤0.01%	1942
2014 Q2	$9K	Buy	+700	New	+$9.1K	﹤0.01%	1870

Other funds holding PLTM

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

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

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

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

MSI Financial Services's PLTM Position: Q1 2015 in Review

MSI Financial Services sold out of FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) in Q1 2015, closing a stake of 700 shares — an estimated $7K sold.

MSI Financial Services first reported a position in PLTM in Q2 2014 and held it in 3 quarters. The position peaked at $9K in Q2 2014. 10 funds tracked by Wall St. Rank hold PLTM as of Q1 2015.

MSI Financial Services reported no remaining FIRST TRUST ISE GLOBAL PLATINUM INDEX FD position as of Q1 2015 after selling out during the quarter.
MSI Financial Services sold 700 FIRST TRUST ISE GLOBAL PLATINUM INDEX FD shares in Q1 2015, an estimated $7K.
MSI Financial Services first reported a position in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD in Q2 2014 and held it in 3 quarters.
MSI Financial Services's FIRST TRUST ISE GLOBAL PLATINUM INDEX FD position peaked at $9K in Q2 2014.
10 funds tracked by Wall St. Rank held FIRST TRUST ISE GLOBAL PLATINUM INDEX FD as of Q1 2015.

Based on MSI Financial Services's 13F filing for Q1 2015, filed 17 Apr 2015.