MFS
PWY

MSI Financial Services’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

MSI Financial Services’s Portfolio PWY Stock Details PWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$44K Buy
1,479
+20
+1% +$595 ﹤0.01% 1954
2016
Q3 		$38K Buy
1,459
+540
+59% +$14.1K ﹤0.01% 1995
2016
Q2 		$22K Buy
919
+415
+82% +$9.94K ﹤0.01% 2299
2016
Q1 		$12K Buy
504
+174
+53% +$4.14K ﹤0.01% 2670
2015
Q4 		$8K Buy
+330
New +$8K ﹤0.01% 2878

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MSI Financial Services increased its POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) stake by 1.4% in Q4 2016, buying an estimated $595 and bringing the position to 1,479 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

MSI Financial Services first reported a position in PWY in Q4 2015 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold PWY as of Q4 2016.

  • MSI Financial Services held 1,479 shares of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO worth $44K as of Q4 2016.
  • MSI Financial Services bought 20 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q4 2016, an estimated $595.
  • POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1954 holding.
  • MSI Financial Services first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q4 2015 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q4 2016.

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