MFS
WITE

MSI Financial Services’s ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS WITE Stock Holding History

MSI Financial Services’s Portfolio WITE Stock Details WITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-60
Closed -$2K – 2895
2014
Q3 		$2K Sell
60
-175
-74% -$7K ﹤0.01% 2461
2014
Q2 		$10K Sell
235
-1,190
-84% -$47.4K ﹤0.01% 1829
2014
Q1 		$56K Buy
1,425
+100
+8% +$3.99K 0.01% 987
2013
Q4 		$50K Buy
1,325
+60
+5% +$2.39K 0.01% 1000
2013
Q3 		$52K Sell
1,265
-44
-3% -$1.8K 0.01% 859
2013
Q2 		$49K Buy
+1,309
New +$56.2K 0.01% 907

Other funds holding WITE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSI Financial Services's WITE Position: Q4 2014 in Review

MSI Financial Services sold out of ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS (WITE) in Q4 2014, closing a stake of 60 shares — an estimated $2K sold.

MSI Financial Services first reported a position in WITE in Q2 2013 and held it in 6 quarters. The position peaked at $56K in Q1 2014. 12 funds tracked by Wall St. Rank hold WITE as of Q4 2014.

  • MSI Financial Services reported no remaining ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position as of Q4 2014 after selling out during the quarter.
  • MSI Financial Services sold 60 ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS shares in Q4 2014, an estimated $2K.
  • MSI Financial Services first reported a position in ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS in Q2 2013 and held it in 6 quarters.
  • MSI Financial Services's ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position peaked at $56K in Q1 2014.
  • 12 funds tracked by Wall St. Rank held ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS as of Q4 2014.

Based on MSI Financial Services's 13F filing for Q4 2014, filed 26 Jan 2015.