MSI Financial Services’s POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO PXMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$15K	Hold	352	–	–	﹤0.01%	2593
2016 Q3	$14K	Hold	352	–	–	﹤0.01%	2627
2016 Q2	$14K	Sell	352 -145	-29%	-$5.77K	﹤0.01%	2592
2016 Q1	$19K	Hold	497	–	–	﹤0.01%	2362
2015 Q4	$18K	Buy	+497	New	+$18K	﹤0.01%	2393

Other funds holding PXMC

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

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

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

UWPG

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

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

MSI Financial Services held its POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO (PXMC) position steady in Q4 2016 at 352 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2593.

MSI Financial Services first reported a position in PXMC in Q4 2015 and has held it in 5 quarters since. The position peaked at $19K in Q1 2016. 20 funds tracked by Wall St. Rank hold PXMC as of Q4 2016.

MSI Financial Services held 352 shares of POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO worth $15K as of Q4 2016.
MSI Financial Services left its POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO share count unchanged in Q4 2016.
POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2593 holding.
MSI Financial Services first reported a position in POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO in Q4 2015 and has held it in 5 quarters since.
MSI Financial Services's POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position peaked at $19K in Q1 2016.
20 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO as of Q4 2016.

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