MFS
SIPE

MSI Financial Services’s SPDR Bloomberg Barclays 0-5 Year TIPS ETF SIPE Stock Holding History

MSI Financial Services’s Portfolio SIPE Stock Details SIPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-250
Closed -$5K – 4206
2015
Q4 		$5K Hold
250
– – ﹤0.01% 3132
2015
Q3 		$5K Buy
+250
New +$4.84K ﹤0.01% 2455

Other funds holding SIPE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSI Financial Services's SIPE Position: Q1 2016 in Review

MSI Financial Services sold out of SPDR Bloomberg Barclays 0-5 Year TIPS ETF (SIPE) in Q1 2016, closing a stake of 250 shares — an estimated $5K sold.

MSI Financial Services first reported a position in SIPE in Q3 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 9 funds tracked by Wall St. Rank hold SIPE as of Q1 2016.

  • MSI Financial Services reported no remaining SPDR Bloomberg Barclays 0-5 Year TIPS ETF position as of Q1 2016 after selling out during the quarter.
  • MSI Financial Services sold 250 SPDR Bloomberg Barclays 0-5 Year TIPS ETF shares in Q1 2016, an estimated $5K.
  • MSI Financial Services first reported a position in SPDR Bloomberg Barclays 0-5 Year TIPS ETF in Q3 2015 and held it in 2 quarters.
  • MSI Financial Services's SPDR Bloomberg Barclays 0-5 Year TIPS ETF position peaked at $5K in Q4 2015.
  • 9 funds tracked by Wall St. Rank held SPDR Bloomberg Barclays 0-5 Year TIPS ETF as of Q1 2016.

Based on MSI Financial Services's 13F filing for Q1 2016, filed 22 Apr 2016.