MSI Financial Services’s Invesco Semiconductors ETF PSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$17K	Buy	1,407 +807	+135%	+$9.16K	﹤0.01%	2504
2016 Q3	$7K	Buy	+600	New	+$6.04K	﹤0.01%	2986
2016 Q2	–	Sell	-606	Closed	-$5K	–	4055
2016 Q1	$5K	Sell	606 -540	-47%	-$4.23K	﹤0.01%	3169
2015 Q4	$10K	Sell	1,146 -579	-34%	-$4.92K	﹤0.01%	2709
2015 Q3	$14K	Sell	1,725 -5,871	-77%	-$48.1K	﹤0.01%	1902
2015 Q2	$68K	Sell	7,596 -2,472	-25%	-$22.7K	﹤0.01%	1147
2015 Q1	$91K	Buy	+10,068	New	+$88K	0.01%	1052

Other funds holding PSI

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MSI Financial Services increased its Invesco Semiconductors ETF (PSI) stake by 135% in Q4 2016, buying an estimated $9.16K and bringing the position to 1,407 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

MSI Financial Services first reported a position in PSI in Q1 2015 and has held it in 7 quarters since. The position peaked at $91K in Q1 2015. 30 funds tracked by Wall St. Rank hold PSI as of Q4 2016.

MSI Financial Services held 1,407 shares of Invesco Semiconductors ETF worth $17K as of Q4 2016.
MSI Financial Services bought 807 Invesco Semiconductors ETF shares in Q4 2016, an estimated $9.16K.
Invesco Semiconductors ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2504 holding.
MSI Financial Services first reported a position in Invesco Semiconductors ETF in Q1 2015 and has held it in 7 quarters since.
MSI Financial Services's Invesco Semiconductors ETF position peaked at $91K in Q1 2015.
30 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2016.

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