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MSI Financial Services’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

MSI Financial Services’s Portfolio WIP Stock Details WIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$56K Sell
1,068
-901
-46% -$48.5K ﹤0.01% 1808
2016
Q3 		$112K Buy
1,969
+803
+69% +$44.9K ﹤0.01% 1344
2016
Q2 		$64K Buy
1,166
+92
+9% +$4.98K ﹤0.01% 1682
2016
Q1 		$58K Sell
1,074
-4,471
-81% -$229K ﹤0.01% 1647
2015
Q4 		$279K Buy
5,545
+989
+22% +$51.6K 0.01% 785
2015
Q3 		$237K Hold
4,556
– – 0.02% 595
2015
Q2 		$250K Sell
4,556
-15
-0.3% -$832 0.02% 647
2015
Q1 		$249K Buy
4,571
+624
+16% +$34.7K 0.02% 662
2014
Q4 		$225K Buy
3,947
+1,735
+78% +$101K 0.02% 554
2014
Q3 		$130K Sell
2,212
-435
-16% -$26.7K 0.02% 727
2014
Q2 		$164K Sell
2,647
-734
-22% -$44.9K 0.02% 627
2014
Q1 		$203K Buy
3,381
+469
+16% +$27.5K 0.03% 515
2013
Q4 		$170K Sell
2,912
-75
-3% -$4.46K 0.03% 556
2013
Q3 		$178K Buy
2,987
+2,106
+239% +$123K 0.03% 477
2013
Q2 		$51K Buy
+881
New +$54.2K 0.01% 887

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

MSI Financial Services reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 46% in Q4 2016, selling an estimated $48.5K and leaving 1,068 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

MSI Financial Services first reported a position in WIP in Q2 2013 and has held it in 15 quarters since. The position peaked at $279K in Q4 2015. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

  • MSI Financial Services held 1,068 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $56K as of Q4 2016.
  • MSI Financial Services sold 901 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $48.5K.
  • State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1808 holding.
  • MSI Financial Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $279K in Q4 2015.
  • 86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

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