Ameriprise
MSZ.CL

Ameriprise’s MORGAN STANLEY CAPITAL TRUST VII CAP SECS MSZ.CL Stock Holding History

Ameriprise’s Portfolio MSZ.CL Stock Details MSZ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,991
Closed -$50K – 5115
2014
Q3 		$50K Buy
1,991
+569
+40% +$14.4K ﹤0.01% 4022
2014
Q2 		$36K Buy
1,422
+22
+2% +$557 ﹤0.01% 4054
2014
Q1 		$35K Hold
1,400
– – ﹤0.01% 3947
2013
Q4 		$34K Sell
1,400
-601
-30% -$14.8K ﹤0.01% 3821
2013
Q3 		$49K Buy
2,001
+10
+0.5% +$249 ﹤0.01% 3831
2013
Q2 		$50K Buy
+1,991
New +$50.3K ﹤0.01% 3720

Other funds holding MSZ.CL

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

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

Ameriprise sold out of MORGAN STANLEY CAPITAL TRUST VII CAP SECS (MSZ.CL) in Q4 2014, closing a stake of 1,991 shares — an estimated $50K sold.

Ameriprise first reported a position in MSZ.CL in Q2 2013 and held it in 6 quarters. The position peaked at $50K in Q3 2014. 7 funds tracked by Wall St. Rank hold MSZ.CL as of Q4 2014.

  • Ameriprise reported no remaining MORGAN STANLEY CAPITAL TRUST VII CAP SECS position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,991 MORGAN STANLEY CAPITAL TRUST VII CAP SECS shares in Q4 2014, an estimated $50K.
  • Ameriprise first reported a position in MORGAN STANLEY CAPITAL TRUST VII CAP SECS in Q2 2013 and held it in 6 quarters.
  • Ameriprise's MORGAN STANLEY CAPITAL TRUST VII CAP SECS position peaked at $50K in Q3 2014.
  • 7 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST VII CAP SECS as of Q4 2014.

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