AWM
MWR.CL

Altavista Wealth Management’s MORGAN STANLEY CAPITAL TRUST III MWR.CL Stock Holding History

Altavista Wealth Management’s Portfolio MWR.CL Stock Details MWR.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-24,000
Closed -$615K – 131
2016
Q2 		$615K Buy
24,000
+9,350
+64% +$240K 0.34% 67
2016
Q1 		$376K Buy
14,650
+5,700
+64% +$145K 0.21% 91
2015
Q4 		$228K Buy
+8,950
New +$229K 0.13% 111

Altavista Wealth Management's MWR.CL Position: Q3 2016 in Review

Altavista Wealth Management sold out of MORGAN STANLEY CAPITAL TRUST III (MWR.CL) in Q3 2016, closing a stake of 24,000 shares — an estimated $615K sold.

Altavista Wealth Management first reported a position in MWR.CL in Q4 2015 and held it in 3 quarters. The position peaked at $615K in Q2 2016. 0 funds tracked by Wall St. Rank hold MWR.CL as of Q3 2016.

  • Altavista Wealth Management reported no remaining MORGAN STANLEY CAPITAL TRUST III position as of Q3 2016 after selling out during the quarter.
  • Altavista Wealth Management sold 24,000 MORGAN STANLEY CAPITAL TRUST III shares in Q3 2016, an estimated $615K.
  • Altavista Wealth Management first reported a position in MORGAN STANLEY CAPITAL TRUST III in Q4 2015 and held it in 3 quarters.
  • Altavista Wealth Management's MORGAN STANLEY CAPITAL TRUST III position peaked at $615K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST III as of Q3 2016.

Based on Altavista Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.