CIM
MSK.CL

Calvert Investment Management’s MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% MSK.CL Stock Holding History

Calvert Investment Management’s Portfolio MSK.CL Stock Details MSK.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-11,300
Closed -$289K – 713
2015
Q1 		$289K Hold
11,300
– – 0.02% 503
2014
Q4 		$285K Hold
11,300
– – 0.02% 477
2014
Q3 		$284K Hold
11,300
– – 0.02% 461
2014
Q2 		$285K Buy
11,300
+900
+9% +$22.7K 0.02% 304
2014
Q1 		$261K Buy
10,400
+900
+9% +$22.4K 0.02% 305
2013
Q4 		$226K Buy
+9,500
New +$232K 0.02% 315

Other funds holding MSK.CL

GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Calvert Investment Management's MSK.CL Position: Q2 2015 in Review

Calvert Investment Management sold out of MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% (MSK.CL) in Q2 2015, closing a stake of 11,300 shares — an estimated $289K sold.

Calvert Investment Management first reported a position in MSK.CL in Q4 2013 and held it in 6 quarters. The position peaked at $289K in Q1 2015. 3 funds tracked by Wall St. Rank hold MSK.CL as of Q2 2015.

  • Calvert Investment Management reported no remaining MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% position as of Q2 2015 after selling out during the quarter.
  • Calvert Investment Management sold 11,300 MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% shares in Q2 2015, an estimated $289K.
  • Calvert Investment Management first reported a position in MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% in Q4 2013 and held it in 6 quarters.
  • Calvert Investment Management's MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% position peaked at $289K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% as of Q2 2015.

Based on Calvert Investment Management's 13F filing for Q2 2015, filed 4 Aug 2015.