Atherton Lane Advisers’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $28.2M | Buy |
886,366
+2,350
| +0.3% | +$74.8K | 1.64% | 24 |
|
|
2015
Q3 | $27.8M | Buy |
884,016
+5,555
| +0.6% | +$175K | 1.74% | 18 |
|
|
2015
Q2 | $34.1M | Buy |
878,461
+11,615
| +1% | +$451K | 1.89% | 10 |
|
|
2015
Q1 | $30.9M | Sell |
866,846
-11,035
| -1% | -$394K | 1.67% | 15 |
|
|
2014
Q4 | $34.1M | Buy |
877,881
+12,530
| +1% | +$486K | 1.87% | 6 |
|
|
2014
Q3 | $29.9M | Buy |
865,351
+3,320
| +0.4% | +$115K | 1.7% | 9 |
|
|
2014
Q2 | $27.9M | Sell |
862,031
-1,668
| -0.2% | -$53.9K | 1.55% | 17 |
|
|
2014
Q1 | $26.9M | Buy |
863,699
+13,771
| +2% | +$429K | 1.67% | 16 |
|
|
2013
Q4 | $26.7M | Buy |
849,928
+4,451
| +0.5% | +$140K | 1.68% | 14 |
|
|
2013
Q3 | $22.8M | Buy |
845,477
+60,296
| +8% | +$1.63M | 1.56% | 21 |
|
|
2013
Q2 | $19.2M | Buy |
+785,181
| New | +$19.2M | 1.4% | 32 |
|