Analytic Investors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-112,814
| Closed | -$2.93M | – | 648 |
|
|
2016
Q2 | $2.93M | Buy |
112,814
+9,177
| +9% | +$238K | 0.03% | 235 |
|
|
2016
Q1 | $2.59M | Buy |
+103,637
| New | +$2.59M | 0.03% | 274 |
|
|
2014
Q1 | – | Sell |
-16,418
| Closed | -$515K | – | 585 |
|
|
2013
Q4 | $515K | Buy |
+16,418
| New | +$515K | 0.01% | 381 |
|
|
2013
Q3 | – | Sell |
-319,090
| Closed | -$7.8M | – | 550 |
|
|
2013
Q2 | $7.8M | Buy |
+319,090
| New | +$7.8M | 0.13% | 173 |
|