Apriem Advisors’s MORGAN STANLEY CAPITAL TRUST V MWO.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-500
| Closed | -$13K | – | 682 |
|
|
2016
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 391 |
|
|
2016
Q1 | $13K | Hold |
500
| – | – | 0.01% | 351 |
|
|
2015
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 352 |
|
|
2015
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 335 |
|
|
2015
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 393 |
|
|
2015
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 387 |
|
|
2014
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 353 |
|
|
2014
Q3 | $13K | Buy |
+500
| New | +$12.6K | 0.01% | 356 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$12K | – | 538 |
|
|
2014
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 348 |
|
|
2013
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 352 |
|
|
2013
Q3 | $12K | Hold |
500
| – | – | 0.01% | 340 |
|
|
2013
Q2 | $12K | Buy |
+500
| New | +$12.5K | 0.01% | 316 |
|
Apriem Advisors's MWO.CL Position: Q3 2016 in Review
Apriem Advisors sold out of MORGAN STANLEY CAPITAL TRUST V (MWO.CL) in Q3 2016, closing a stake of 500 shares — an estimated $13K sold.
Apriem Advisors first reported a position in MWO.CL in Q2 2013 and held it in 12 quarters. The position peaked at $13K in Q2 2016. 0 funds tracked by Wall St. Rank hold MWO.CL as of Q3 2016.
- Apriem Advisors reported no remaining MORGAN STANLEY CAPITAL TRUST V position as of Q3 2016 after selling out during the quarter.
- Apriem Advisors sold 500 MORGAN STANLEY CAPITAL TRUST V shares in Q3 2016, an estimated $13K.
- Apriem Advisors first reported a position in MORGAN STANLEY CAPITAL TRUST V in Q2 2013 and held it in 12 quarters.
- Apriem Advisors's MORGAN STANLEY CAPITAL TRUST V position peaked at $13K in Q2 2016.
- 0 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST V as of Q3 2016.
Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.