Banyan Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.38M | Sell |
126,572
-2,054
| -2% | -$71K | 0.37% | 73 |
|
|
2014
Q2 | $4.16M | Buy |
128,626
+9,223
| +8% | +$298K | 0.35% | 76 |
|
|
2014
Q1 | $3.72M | Buy |
119,403
+93,021
| +353% | +$2.9M | 0.32% | 80 |
|
|
2013
Q4 | $827K | Buy |
26,382
+17,695
| +204% | +$555K | 0.06% | 255 |
|
|
2013
Q3 | $234K | Buy |
+8,687
| New | +$234K | 0.02% | 300 |
|