MFS
SCTO

MSI Financial Services’s Global X JPMorgan US Sector Rotator Index ETF SCTO Stock Holding History

MSI Financial Services’s Portfolio SCTO Stock Details SCTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$110K Sell
4,589
-551
-11% -$13.3K ﹤0.01% 1406
2016
Q3 		$123K Buy
5,140
+1,007
+24% +$24K ﹤0.01% 1307
2016
Q2 		$99K Buy
4,133
+1,163
+39% +$27.3K ﹤0.01% 1404
2016
Q1 		$69K Buy
2,970
+357
+14% +$7.96K ﹤0.01% 1550
2015
Q4 		$59K Buy
+2,613
New +$60.9K ﹤0.01% 1624

Other funds holding SCTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MSI Financial Services reduced its Global X JPMorgan US Sector Rotator Index ETF (SCTO) stake by 11% in Q4 2016, selling an estimated $13.3K and leaving 4,589 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

MSI Financial Services first reported a position in SCTO in Q4 2015 and has held it in 5 quarters since. The position peaked at $123K in Q3 2016. 9 funds tracked by Wall St. Rank hold SCTO as of Q4 2016.

  • MSI Financial Services held 4,589 shares of Global X JPMorgan US Sector Rotator Index ETF worth $110K as of Q4 2016.
  • MSI Financial Services sold 551 Global X JPMorgan US Sector Rotator Index ETF shares in Q4 2016, an estimated $13.3K.
  • Global X JPMorgan US Sector Rotator Index ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1406 holding.
  • MSI Financial Services first reported a position in Global X JPMorgan US Sector Rotator Index ETF in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's Global X JPMorgan US Sector Rotator Index ETF position peaked at $123K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held Global X JPMorgan US Sector Rotator Index ETF as of Q4 2016.

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