CCM
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CrestPoint Capital Management’s Morgan Stanley MS Stock Holding History

CrestPoint Capital Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-25,000
Closed -$795K – 234
2015
Q4 		$795K Sell
25,000
-900
-3% -$29.9K 0.45% 79
2015
Q3 		$816K Buy
25,900
+16,700
+182% +$608K 0.47% 85
2015
Q2 		$357K Buy
9,200
+700
+8% +$26.6K 0.19% 166
2015
Q1 		$303K Buy
8,500
+100
+1% +$3.59K 0.16% 182
2014
Q4 		$326K Buy
8,400
+900
+12% +$32K 0.18% 177
2014
Q3 		$259K Hold
7,500
– – 0.16% 183
2014
Q2 		$242K Buy
7,500
+500
+7% +$15.4K 0.14% 186
2014
Q1 		$218K Buy
+7,000
New +$216K 0.14% 204

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