MSI Financial Services’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$47K	Hold	1,492	–	–	﹤0.01%	1915
2016 Q3	$43K	Sell	1,492 -39	-3%	-$1.12K	﹤0.01%	1922
2016 Q2	$43K	Buy	1,531 +90	+6%	+$2.53K	﹤0.01%	1895
2016 Q1	$38K	Sell	1,441 -68	-5%	-$1.79K	﹤0.01%	1919
2015 Q4	$37K	Buy	+1,509	New	+$37K	﹤0.01%	1926

Other funds holding PWP

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

MSI Financial Services held its POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) position steady in Q4 2016 at 1,492 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

MSI Financial Services first reported a position in PWP in Q4 2015 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold PWP as of Q4 2016.

MSI Financial Services held 1,492 shares of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO worth $47K as of Q4 2016.
MSI Financial Services left its POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO share count unchanged in Q4 2016.
POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1915 holding.
MSI Financial Services first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q4 2015 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q4 2016.

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