Alpine Woods Capital Investors’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-9,000
Closed -$225K 440
2016
Q1
$225K Buy
9,000
+1,000
+13% +$25.5K 0.01% 377
2015
Q4
$254K Buy
+8,000
New +$266K 0.01% 396

Other funds holding MS

Alpine Woods Capital Investors's MS Position: Q2 2016 in Review

Alpine Woods Capital Investors sold out of Morgan Stanley (MS) in Q2 2016, closing a stake of 9,000 shares — an estimated $225K sold.

Alpine Woods Capital Investors first reported a position in MS in Q4 2015 and held it in 2 quarters. The position peaked at $254K in Q4 2015. 745 funds tracked by Wall St. Rank hold MS as of Q2 2016.

  • Alpine Woods Capital Investors reported no remaining Morgan Stanley position as of Q2 2016 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 9,000 Morgan Stanley shares in Q2 2016, an estimated $225K.
  • Alpine Woods Capital Investors first reported a position in Morgan Stanley in Q4 2015 and held it in 2 quarters.
  • Alpine Woods Capital Investors's Morgan Stanley position peaked at $254K in Q4 2015.
  • 745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2016.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2016, filed 10 Aug 2016.