MSI Financial Services’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

MSI Financial Services’s Portfolio XTL Stock Details XTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-50	Closed	-$3K	–	4027
2016 Q3	$3K	Buy	+50	New	+$3.14K	﹤0.01%	3383
2016 Q2	–	Sell	-243	Closed	-$14K	–	4112
2016 Q1	$14K	Sell	243 -200	-45%	-$10.6K	﹤0.01%	2555
2015 Q4	$25K	Buy	443 +243	+122%	+$13.8K	﹤0.01%	2183
2015 Q3	$11K	Hold	200	–	–	﹤0.01%	2046
2015 Q2	$12K	Buy	+200	New	+$11.9K	﹤0.01%	2047

Other funds holding XTL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

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

MSI Financial Services sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2016, closing a stake of 50 shares — an estimated $3K sold.

MSI Financial Services first reported a position in XTL in Q2 2015 and held it in 5 quarters. The position peaked at $25K in Q4 2015. 35 funds tracked by Wall St. Rank hold XTL as of Q4 2016.

MSI Financial Services reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2016 after selling out during the quarter.
MSI Financial Services sold 50 State Street SPDR S&P Telecom ETF shares in Q4 2016, an estimated $3K.
MSI Financial Services first reported a position in State Street SPDR S&P Telecom ETF in Q2 2015 and held it in 5 quarters.
MSI Financial Services's State Street SPDR S&P Telecom ETF position peaked at $25K in Q4 2015.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2016.

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