Filer Snapshot

MSI Financial Services Inc

CIK 0001422771. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

41

Latest Filing

13 Jan 2017

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 13 Jan 2017 for CIK 0001422771.

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Business address
1295 State Street, Springfield, MA, 01111
Top securities (13F)
SPY, RSP, SPLV, AAPL, QQQ, SDY, PDP, EFA, USMV, IWF, AGG, FV, VIG, TOTL, T, QTEC, IWM, VUG, IVV, and FDN
Former names
MetLife Securities, Inc (to 22 Apr 2016)

Filer intelligence

What SEC filings say about MSI Financial Services Inc

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $3.07B across 3,828 reported holdings for Q4 2016.
  • Largest parsed 13F holding: SPY at $93.14M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 3,828 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2016 - 13 Jan 2017

SPY

3%

Spdr S&P 500 Etf Tr

$93.14M

RSP

1.9%

Rydex Etf Trust

$58.82M

SPLV

1.7%

Powershares Etf Tr II

$51.57M

AAPL

1.6%

Apple Inc

$49.29M

QQQ

1.4%

Powershares Qqq Trust

$42.76M

Latest update

What changed recently for MSI Financial Services Inc

New filing available

Latest 13F period: Q4 2016. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Jan 2017

Page type

Filer profile

Latest period

Q4 2016

Institutional portfolio context was refreshed from a 13F filing filed on 13 Jan 2017.

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Benchmark Context

Benchmark context for this company

MSI Financial Services Inc has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q4 2016. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

MSI Financial Services Inc has filed 41 SEC EDGAR filings since 05 Feb 2008. Common forms include 13F-HR, 13F-HR/A, 13F-NT.

MSI Financial Services Inc SEC filings MSI Financial Services Inc 13F portfolio

Latest Filings

Recent SEC filings for MSI Financial Services Inc with direct links to document and filing folders.

13F-HR File 028-12684

13F-HR filing

Filing date
13 Jan 2017
Reporting date
31 Dec 2016
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13F-HR File 028-12684

13F-HR filing

Filing date
13 Oct 2016
Reporting date
30 Sep 2016
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13F-HR File 028-12684

13F-HR filing

Filing date
25 Jul 2016
Reporting date
30 Jun 2016
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13F-HR File 028-12684

13F-HR filing

Filing date
22 Apr 2016
Reporting date
31 Mar 2016
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13F-HR File 028-12684

13F-HR filing

Filing date
04 Feb 2016
Reporting date
31 Dec 2015
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13F-HR File 028-12684

13F-HR filing

Filing date
28 Oct 2015
Reporting date
30 Sep 2015
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13F-HR File 028-12684

13F-HR filing

Filing date
21 Jul 2015
Reporting date
30 Jun 2015
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13F-HR File 028-12684

13F-HR filing

Filing date
17 Apr 2015
Reporting date
31 Mar 2015
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13F-HR File 028-12684

13F-HR filing

Filing date
26 Jan 2015
Reporting date
31 Dec 2014
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13F-HR File 028-12684

13F-HR filing

Filing date
05 Nov 2014
Reporting date
30 Sep 2014
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13F-HR File 028-12684

13F-HR filing

Filing date
04 Aug 2014
Reporting date
30 Jun 2014
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13F-HR/A File 028-12684

13F-HR/A filing

Filing date
21 May 2014
Reporting date
31 Mar 2014
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13F-HR File 028-12684

13F-HR filing

Filing date
30 Apr 2014
Reporting date
31 Mar 2014
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13F-HR File 028-12684

13F-HR filing

Filing date
31 Jan 2014
Reporting date
31 Dec 2013
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13F-HR File 028-12684

13F-HR filing

Filing date
07 Nov 2013
Reporting date
30 Sep 2013
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13F-HR File 028-12684

13F-HR filing

Filing date
31 Jul 2013
Reporting date
30 Jun 2013
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13F-HR File 028-12684

METLIFE SECURITIES, INC.

Filing date
01 May 2013
Reporting date
31 Mar 2013
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13F-HR File 028-12684

METLIFE SECURITIES, INC

Filing date
31 Jan 2013
Reporting date
31 Dec 2012
SEC evidence
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13F-NT File 028-12684

METLIFE SECURITIES, INC.

Filing date
17 Oct 2012
Reporting date
30 Sep 2012
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13F-HR File 028-12684

METLIFE SECURITIES, INC. - FORM 13F-HR

Filing date
25 Jul 2012
Reporting date
30 Jun 2012
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13F-HR File 028-12684

METLIFE SECURITIES, INC. - FORM 13F-HR

Filing date
19 Apr 2012
Reporting date
31 Mar 2012
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13F-HR File 028-12684

FORM 13F-HR

Filing date
12 Jan 2012
Reporting date
31 Dec 2011
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13F-HR File 028-12684

FORM 13F

Filing date
19 Oct 2011
Reporting date
30 Sep 2011
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13F-HR File 028-12684

FORM 13F

Filing date
22 Jul 2011
Reporting date
30 Jun 2011
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13F-HR File 028-12684

13F-HR

Filing date
04 May 2011
Reporting date
31 Mar 2011
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13F-HR File 028-12684

FORM 13F

Filing date
08 Feb 2011
Reporting date
31 Dec 2010
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13F-HR/A File 028-12684

13F-HR/A

Filing date
09 Nov 2010
Reporting date
30 Sep 2010
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13F-HR File 028-12684

FORM 13F

Filing date
26 Oct 2010
Reporting date
30 Sep 2010
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13F-HR File 028-12684

13F-HR

Filing date
10 Aug 2010
Reporting date
30 Jun 2010
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13F-HR File 028-12684

13F-HR

Filing date
26 Apr 2010
Reporting date
31 Mar 2010
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13F-HR File 028-12684

FORM 13F

Filing date
26 Jan 2010
Reporting date
31 Dec 2009
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About this filer

MSI Financial Services Inc files with the SEC under CIK 0001422771. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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