Boston Private Bank & Trust’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$259K Buy
2014
Q4
$270K Hold
2014
Q3
$241K Hold
2014
Q2
$225K Hold
2014
Q1
$217K Hold
2013
Q4
$219K Hold
2013
Q3
$188K Sell
2013
Q2
$172K Buy