Ameriprise’s MORGAN STANLEY CAP TRUST VI CAP SECURITIES MSJ.CL Stock Holding History

Ameriprise’s Portfolio MSJ.CL Stock Details MSJ.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-1,804	Closed	-$46K	–	5113
2014 Q3	$46K	Buy	1,804 +27	+2%	+$685	﹤0.01%	4059
2014 Q2	$46K	Buy	1,777 +27	+2%	+$684	﹤0.01%	3937
2014 Q1	$45K	Hold	1,750	–	–	﹤0.01%	3834
2013 Q4	$43K	Sell	1,750 -200	-10%	-$4.95K	﹤0.01%	3730
2013 Q3	$49K	Hold	1,950	–	–	﹤0.01%	3830
2013 Q2	$49K	Buy	+1,950	New	+$49.3K	﹤0.01%	3729

Other funds holding MSJ.CL

SAM

Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Ameriprise's MSJ.CL Position: Q4 2014 in Review

Ameriprise sold out of MORGAN STANLEY CAP TRUST VI CAP SECURITIES (MSJ.CL) in Q4 2014, closing a stake of 1,804 shares — an estimated $46K sold.

Ameriprise first reported a position in MSJ.CL in Q2 2013 and held it in 6 quarters. The position peaked at $49K in Q3 2013. 5 funds tracked by Wall St. Rank hold MSJ.CL as of Q4 2014.

Ameriprise reported no remaining MORGAN STANLEY CAP TRUST VI CAP SECURITIES position as of Q4 2014 after selling out during the quarter.
Ameriprise sold 1,804 MORGAN STANLEY CAP TRUST VI CAP SECURITIES shares in Q4 2014, an estimated $46K.
Ameriprise first reported a position in MORGAN STANLEY CAP TRUST VI CAP SECURITIES in Q2 2013 and held it in 6 quarters.
Ameriprise's MORGAN STANLEY CAP TRUST VI CAP SECURITIES position peaked at $49K in Q3 2013.
5 funds tracked by Wall St. Rank held MORGAN STANLEY CAP TRUST VI CAP SECURITIES as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.