MFS
WREI

MSI Financial Services’s Invesco Wilshire US REIT ETF WREI Stock Holding History

MSI Financial Services’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$171K Buy
3,652
+901
+33% +$41.6K 0.01% 1177
2016
Q3 		$135K Buy
2,751
+1,525
+124% +$76.8K ﹤0.01% 1264
2016
Q2 		$61K Buy
1,226
+395
+48% +$18.8K ﹤0.01% 1712
2016
Q1 		$39K Buy
831
+549
+195% +$24.4K ﹤0.01% 1896
2015
Q4 		$13K Buy
282
+99
+54% +$4.47K ﹤0.01% 2584
2015
Q3 		$8K Hold
183
– – ﹤0.01% 2205
2015
Q2 		$8K Hold
183
– – ﹤0.01% 2269
2015
Q1 		$9K Hold
183
– – ﹤0.01% 2220
2014
Q4 		$8K Buy
+183
New +$8.03K ﹤0.01% 1962
2013
Q3 		– Sell
-1,600
Closed -$61K – 2482
2013
Q2 		$61K Buy
+1,600
New +$63.8K 0.01% 814

Other funds holding WREI

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

MSI Financial Services increased its Invesco Wilshire US REIT ETF (WREI) stake by 33% in Q4 2016, buying an estimated $41.6K and bringing the position to 3,652 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #1177.

MSI Financial Services first reported a position in WREI in Q2 2013 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold WREI as of Q4 2016.

  • MSI Financial Services held 3,652 shares of Invesco Wilshire US REIT ETF worth $171K as of Q4 2016.
  • MSI Financial Services bought 901 Invesco Wilshire US REIT ETF shares in Q4 2016, an estimated $41.6K.
  • Invesco Wilshire US REIT ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1177 holding.
  • MSI Financial Services first reported a position in Invesco Wilshire US REIT ETF in Q2 2013 and has held it in 10 quarters since.
  • 10 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q4 2016.

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