BFIC
MSZ.CL

Bedell Frazier Investment Counselling’s MORGAN STANLEY CAPITAL TRUST VII CAP SECS MSZ.CL Stock Holding History

Bedell Frazier Investment Counselling’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
Q1 		– Sell
-37,538
Closed -$912K – 65
2013
Q4 		$912K Hold
37,538
– – 0.43% 45
2013
Q3 		$923K Sell
37,538
-1,499
-4% -$37.3K 0.44% 43
2013
Q2 		$972K Buy
+39,037
New +$987K 0.48% 44

Other funds holding MSZ.CL

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Bedell Frazier Investment Counselling's MSZ.CL Position: Q1 2014 in Review

Bedell Frazier Investment Counselling sold out of MORGAN STANLEY CAPITAL TRUST VII CAP SECS (MSZ.CL) in Q1 2014, closing a stake of 37,538 shares — an estimated $912K sold.

Bedell Frazier Investment Counselling first reported a position in MSZ.CL in Q2 2013 and held it in 3 quarters. The position peaked at $972K in Q2 2013. 6 funds tracked by Wall St. Rank hold MSZ.CL as of Q1 2014.

  • Bedell Frazier Investment Counselling reported no remaining MORGAN STANLEY CAPITAL TRUST VII CAP SECS position as of Q1 2014 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 37,538 MORGAN STANLEY CAPITAL TRUST VII CAP SECS shares in Q1 2014, an estimated $912K.
  • Bedell Frazier Investment Counselling first reported a position in MORGAN STANLEY CAPITAL TRUST VII CAP SECS in Q2 2013 and held it in 3 quarters.
  • Bedell Frazier Investment Counselling's MORGAN STANLEY CAPITAL TRUST VII CAP SECS position peaked at $972K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST VII CAP SECS as of Q1 2014.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2014, filed 23 Apr 2014.