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MSI Financial Services’s VanEck Steel ETF SLX Stock Holding History

MSI Financial Services’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$125K Buy
3,307
+1,358
+70% +$49.3K ﹤0.01% 1331
2016
Q3 		$61K Buy
1,949
+1,019
+110% +$31.1K ﹤0.01% 1711
2016
Q2 		$26K Buy
930
+360
+63% +$9.61K ﹤0.01% 2193
2016
Q1 		$14K Buy
570
+150
+36% +$2.98K ﹤0.01% 2550
2015
Q4 		$8K Buy
420
+50
+14% +$1.13K ﹤0.01% 2838
2015
Q3 		$8K Hold
370
– – ﹤0.01% 2185
2015
Q2 		$11K Buy
+370
New +$12.4K ﹤0.01% 2087
2014
Q2 		– Sell
-700
Closed -$33K – 2643
2014
Q1 		$33K Buy
700
+300
+75% +$13.7K ﹤0.01% 1230
2013
Q4 		$20K Hold
400
– – ﹤0.01% 1395
2013
Q3 		$18K Sell
400
-100
-20% -$4.25K ﹤0.01% 1250
2013
Q2 		$19K Buy
+500
New +$20.6K ﹤0.01% 1270

Other funds holding SLX

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MSI Financial Services increased its VanEck Steel ETF (SLX) stake by 70% in Q4 2016, buying an estimated $49.3K and bringing the position to 3,307 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

MSI Financial Services first reported a position in SLX in Q2 2013 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold SLX as of Q4 2016.

  • MSI Financial Services held 3,307 shares of VanEck Steel ETF worth $125K as of Q4 2016.
  • MSI Financial Services bought 1,358 VanEck Steel ETF shares in Q4 2016, an estimated $49.3K.
  • VanEck Steel ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1331 holding.
  • MSI Financial Services first reported a position in VanEck Steel ETF in Q2 2013 and has held it in 11 quarters since.
  • 46 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2016.

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